Client strategies

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.