Client strategies

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

They will have a lot of questions. Here are ways to put the decline into perspective.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

I told clients they need a plan. Turns out, I needed one, too.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Here's four reasons your business might be struggling and what you can do about it.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

The firm wants to rid advisors, and their clients, of traditional paper checks.

Those who live abroad may be disappointed. Here’s why and how to prep them.

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.