Client strategies

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Working with caregivers, an advisor learned valuable lessons.

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

Certain locations can help clients maintain their lifestyles — or even improve them.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

Can more education boost the popularity of these funds?

Hiring choices are having a ripple effect on compensation.

Underestimating their needs, many make decisions that are suboptimal or worse.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

LIMRA predicts that lower interest rates will cut into the record sales, but two top issuers received IRS rulings they say will help RIAs offer the products.

The departures mean my practice is losing thousands of dollars in revenue — for now.