Client strategies

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Only about a third of advisors have an asset-transfer plan in place, according to research.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

Because next year will be too late.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Advisors should make sure they know how to discuss bonds in a new environment.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

Here's a look at cities where homebuyers are getting the best bang for their housing buck.

Advisors share client anecdotes that made them stop and say “huh?”

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”