Client strategies

The wirehouse executive speaks about the firm's approach to automation and why a larger advisor force is necessary to meet increasingly complex client needs.

Advisors typically aim to capture client’s children, but often it’s the parents of clients who need the most help.

A careful merger of exuberance and realism fuels success for clients.

“My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client,” one advisor says.

You may understand all the ins-and-outs of your client’s portfolio, but helping them understand requires a more simplified approach.

Advisors who convey bad news with understanding and empathy can help clients make better decisions about their financial health.

Developing into a leader may entail walking away from the pile of work on your desk sometimes. Diligently doing your job isn't enough to foster the right traits, Bob Veres told attendees at a NAPFA conference.

If clients ask you about their Social Security benefits, or even if they don't, you have a chance to educate them on how the program is still an important part of their retirement plan.

The Treasury Department and the Internal Revenue Service proposed tax regulations Wednesday to bring the rules in line with recent Supreme Court decisions.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

Here’s how RIAs can plan, cultivate and grow the next generation of talent.

Avoid viewing millennials as a monolithic group. Consider parsing them into subgroups such as affluent, homebuyers, entrepreneurs and savers. The smarter move may be removing the age bracket blinders entirely.

Destitution can strike anyone—rich, poor and in between—even if they have the basics of an estate plan in place.

Planner Brittney Castro takes an unorthodox route to prospecting young clients and if you don't like it, she's like, you know, cool with that.

Currency-hedged ETFs give advisors lacking experience in this area an option.

With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price?

The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.

When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.

Elder care expert cautions that advisors must put a formal plan in place to help protect clients if they start to lose their faculties.

The assets that clients used intensively when first purchased (like a large house) come to have excess capacity over time; Plus, two big reasons clients need more savings.