Client strategies

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.”

These portfolios look poised to shrug off their recent underperformance.

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

Wealth management allows veterans the chance to help each other in a meaningful way.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.