Client strategies

“The ‘couples conundrum’ is a real risk for financial advisors, who need to get closer to couples and make a deeper connection with them,” says Jennifer Pedigo, managing director for TIAA-CREF Asset Management.

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.

Education loans accounted for 30% of installment debt for pre-retirees in the 55 to 64 age bracket, according to a LIMRA survey; Plus, 5 signs your clients rely too much on Social Security.

Gregory Fleming, president of Morgan Stanley Wealth Management, says advice and advisor training will always have a role in the advice sector, which also must address its diversity problem.

Experts agree that while there's no cure for elder abuse, regulators, advocates and advisors can help mitigate the losses by educating investors and training financial professionals.

Common mistakes clients and planners make.

Don't lose sight of what attracted them to you in the first place.

Despite the explosion of data and the ability to look up almost anything instantly, investors are inexplicably adept at buying high and selling low.

Only one-third of wealthy clients say their advisors are talking with them about planning for longevity risk, according to a new U.S. Trust study.

Clients are advised to name a beneficiary and back-up beneficiary of their accounts, and designating a trust is a good option if there are children from a previous marriage; Plus, how to prepare for a long retirement.

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation.

Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market.

Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.

The investment industry has an age discrimination problem, and millennials and Generation X are bearing the brunt of it.

The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors.

If you're pinning your success to an arbitrary AUM level, you've got a problem. Here's what firms seeking long-term success should concentrate on instead.