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.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.