Client strategies

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

Turning loss into profit in down markets can seem like magic to some clients.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Some clients can get an extension on paying taxes of up to $1 million and corporations can defer tax payments of up to $10 million.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

A watchful planner might have saved a matriarch’s IRA from being allegedly pillaged by her son.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

Many wealth management trends never caught on. This one is no passing fad, however.

We can all play a part in preparing for this and future outbreaks.

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.