Client strategies

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

Advisors share the individual presents they send investors for the holidays.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

Customer experience metrics at wealth management firms have remained flat for the third year in a row, researchers found.

Advisors are craving mobile solutions, and vendors are looking to satisfy.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Clients can save an average of $2,500 off the sales price by striking at the right time.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?

They’ve been waiting for things to get better — but they haven't.

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

Traditional planning strategies will become obsolete.

There’s a fix, but many firm owners are reluctant to make the investment.