Client strategies

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?