Practice management

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for fear that hundreds of billions in AUM would walk out the door.

Women clients tend to seek advisor referrals from other women and prioritize long-term planning, an Edward Jones study indicates.

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.