Client strategies

They may look good on paper, but such investments also come with thorny challenges.

Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.

When pricing for your subscription services, lessons can be learned from the online streaming giant.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Although first written off by industry experts, independent digital-first firms now hold billions in assets.

For clients’ portfolios that need international diversity, these funds focus on the region.

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

These super savers have a few tricks up their sleeves to reach their goals.

Digital transformation will only accelerate, a technology consultant tells wealth managers.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

Dual-income couples benefit less from Social Security.

Advisors can’t underestimate the emotional toll an exit can impose.

Former All-Star Tony Parker, newly hired by a planning firm, and top wealth managers offer new pros free financial advice.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

There are dangerous misconceptions that can lead to financial hardships in retirement.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.