Client strategies

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."

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

A housing bubble might be brewing in these 12 cities.

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.

Amid a polarized climate, one firm is giving some clients what they've asked for.

Clients want to know all about your experience, a new survey from Charles Schwab finds.

Even planners need a little extra help sometimes.

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Overcoming setbacks is a key part of his formula for success.