Client strategies

Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

Fortunes in the tech and health care sectors jumped by 43% and 50%, respectively.

Relations between the world’s two largest economies are at the lowest point in many years.

Could single premium immediate annuities be the answer to ultralow rates?

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Waiting until year end to factor in portfolio volatility is risky business.

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.