Client strategies

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

How can advisors best use the investment research firm's data to help clients?

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

When your client is a foreign national, it pays to find out if the same regulations apply.