Client strategies

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

How a different mindset has guided changes within our practice.

Earning the designation is a grueling process that can seriously benefit an advisor’s trajectory, but it’s also not a panacea for an ailing career.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

This environment allows advisors to demonstrate their value to clients.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Scrutinizing recent performance isn’t a recipe for long-term investment success.

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

It has become increasingly difficult to time the market.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

This group racked up strong returns over a 24-year span of above-median inflation.