Client strategies

The tech stack is about much more than efficiency and scale.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.

Here's a look at where borrowing clients can save the most over the life of their loans.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

Eighty percent of advisors use portals. Many clients say they're not happy.

Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.

The definition of "rich" can depend on where your clients live.