Client strategies

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

Have you tried asking a client what you do for them? Their responses may be worrisome.

Worries grow over retirement security, according to new research from IRI.

An advisor’s omission leads to a big reward for a client.

Examining these issues may take the guesswork out of a client's estate plan.

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.

When the market gyrates, use these tactics to keep them focused on the bright side.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.

Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).

Though much lauded in academic literature, there are good reasons your clients should not own a market portfolio, according to our columnist.

A Roth conversion can help IRA-holding clients predict, even reduce, future tax rates. But it’s not always a cut-and-dried decision.

Looking for signs of what kills some advisory relationships.

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.

Some advisors have found great success by focusing on business owners. Here’s how to become the go-to planner with this prosperous group.

New research highlights gender gap, as experts call for more financial education in the workplace and policy changes to address retirement security.