Client strategies

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.

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Scheduling freedom allows for more time with the kids, say those in the industry.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

A good financial advisor can add tons of value. But, “good” is a subjective term.