Client strategies

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.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

"High-achieving" advisors on social media can increase assets by 10%.

With flat housing prices and low mortgage rates, now may be an ideal time to buy.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

Firms need to consider new "fraud mitigation strategies," according to a new study.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.