Client strategies

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.

Thought we were done with the tax overhaul? Think again.

Always check and update the beneficiary forms.

Here’s what advisors need to know about the 20% qualified business income rule.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

Planners can help empower clients facing a transition that can feel "lonely and daunting."

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.