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.

A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.

Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.

Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

Private insurers pay for less than 3% of care, according to the Department of Health and Human Services.

More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.

The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.

“We see optimism, but a guarded optimism,” says Mike Ryan, Americas chief investment officer at UBS Global Wealth Management.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

The fast-growing Chicago firm now nearly $4 billion in AUM.