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.