Client strategies

Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.

Investable assets isn't the only category in which this demographic outstrips others.

Establishing personal key performance indicators is vital, planners say at XY Planning Network conference.

As college debt rises, borrowers want different perks from their employers.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Don’t ignore that every generation is into ESG-type issues when they are young.

Trends show people are buying homes further away from expensive cities.

The firm’s decision to launch a series of no-fee mutual funds had a simple rationale

Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

Computer algorithms could increase portfolio returns by whole percentage points.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

Close relationships are part of what makes the profession special, one advisor has found.

House hunters and sellers have been busy in these cities this summer.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.