Client strategies

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Waiting until year end to factor in portfolio volatility is risky business.

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.