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.

Do stock market swings mean new opportunities for financial planners?

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.

After the divorce, I was broke and in debt. Then my husband sued me.

There are red flags that may be pointing to elder fraud in a client account.

RIAs need to review fee flexibility, target markets, value and branding.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.