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.