Client strategies

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.

These products get a bad rap, but they can be useful in certain situations. However, advisors must make sure their clients aren’t losing money from sky-high expenses.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

Is hourly and standalone planning misguided? This advisor says yes.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

An FPA conference's keynote session began with Tai chi and classical music.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?