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.