Client strategies

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

It is not the fiduciary rule or whether robo technology is friend or foe.

Client data should be walled off behind sufficient protections.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.