Client strategies

There is nothing to be nervous about — but there is a way to do it right.

Advisors should keep a close eye on these provisions, Dave Grant says.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

When it comes to planning, hitting financial goals is only part of the story.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

There will still be several different methods to have the fee waived.

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

What — if anything — should an advisor do if a client is abusing illicit substances?

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

Here’s what to tell your clients about investing in marijuana.