Client strategies

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.