Client strategies

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.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

There really is such a thing as good advice badly given.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

Here's a look at the cities where both home purchase prices and monthly rents are starting to ease.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."