Client strategies

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.

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.