Client strategies

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.

The husband-wife team left LPL after 11 years with an eye toward its rival’s tech and service offerings.

Here's a look at seven mortgage lending trends that will shape the housing market this year.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

The last government shutdown highlighted how many Americans ignore basic planning lessons.