Updated Wednesday, October 22, 2014 as of 8:25 AM ET

Estate Planning: What to Do With Client Vacation Homes?

Tracy Craig
September 16, 2014

Failure to set up a clear plan may result in children owning the home as tenants-in-common, in equal shares -- typically a recipe for disaster.

Retirement Secret: There's No Magic Number

Christine Tang and Anh Tran
August 18, 2014

What clients really need is a smart distribution strategy for their retirement portfolio. Here's how our firm handles it.

Portfolio Tip: Where to Put Active Equity Funds

Fran Kinniry
August 14, 2014

Advisors can add up to 0.75% of additional return for clients annually with proper strategies. But active and index funds should get different treatment.

Bank Risks Must Be Made Clear to Investors

Vincent Papa
August 4, 2014

Today's investors realize how little they understand banks' risk exposures and are skittish about providing risk capital. But there's a solution, according to a CFA Institute director.

Where the Rich People Are and Where They Will Be

Mark Gilbert
July 29, 2014

Tucked into UBS's second-quarter earnings presentation is a table that acts as kind of a map of where in the world new wealth is being created.

Does Your Client Need a Revocable Trust?

Tracy Craig
July 14, 2014

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

Advisors: 3 Advantages of a 1040 Review

Roger Ochs
June 5, 2014

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

7 Rules for Serving Female Clients

Christine Tang and Anh Tran
May 8, 2014

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

3 Essential Client Conversations

Kathleen Burns Kingsbury
April 29, 2014

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.

Advisors: Reframe Retirement for Clients

Wayne Badorf
February 14, 2014

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

Love & Marriage: 4 Rules for Client Prenups

Tracy Craig
February 13, 2014

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

Wealthy Clients With Young Kids: What Advisors Should Know

Stacey Haefele
December 19, 2013

Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.

3 Tips for Advising Same-Sex Couples

Kathleen Burns Kingsbury
October 24, 2013

With recent changes in marital laws, more gay couples are seeking the counsel of financial advisors to help them navigate the complex legal and financial landscape that comes with being in a same-sex partnership.

Are Your Clients Costing You?

Chris Kirby
August 13, 2013

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

The Myths About Men and Money

Kathleen Burns Kingsbury
August 6, 2013

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.


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