Client strategies

Comprehensive retirement planning needs to help aging clients prepare for the non-financial risks that they face, from broken hips to dementia.

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it.

Advisors with older clients should watch for these signs that a client may be in trouble.

Steal these ideas: Here are some of smartest tips and tricks you may have missed.

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

We're a long way from building strong, interpersonal relationships with computers (the movie "Her" notwithstanding), which gives banks an advantage.

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.

The U.S. Supreme Court just legalized gay marriage nationwide. If same-sex couples get married, they gain access to hundreds of legal and financial benefits.

Jordan Curtis from Mountain America Credit Union focuses on inflation and Social Security for his largely blue-collar client base.

Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.

Access National's four-year-old wealth management subsidiary has grown rapidly and is poised to enter the black. The allure of fee revenues has drawn many community banks into this field amid weak loan growth and tight interest margins.

Retirement planning is becoming a bigger priority as the oldest members this "401(k) Generation" turn 50, presenting an opportunity for advisors.

Financial fraud perpetrated against the elderly is on the rise, according to a new survey of CPA financial planners.

Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.

Don't despair, industry leaders say. Even wealthy and digitally minded millennials will still want personalized advice.

Grading clients on actions they have taken over the years can be valuable in helping advisors know where to expend their energy.

The promise of a multimillion-dollar contract won’t be a factor in whether Tim Duncan returns for his 19th National Basketball Association season, even though the San Antonio Spurs’ All-Star lost more than $20 million to what he says is a dishonest financial adviser.