Crypto, private equity, REITs, sneakers. Alternative asset classes are nothing new, and investors have long treated them as trends (tulip mania, anyone?). But the number of alternative asset classes ...

Prepare for client meetings with questionnaires, strategies, and budget management Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

In previous columns, I have addressed whom to target for managed accounts and why such investments are attractive to affluent clients. This month's column concentrates on seven key factors that drive ...

Wealth advisers know that clients with high net worth typically look to them for guidance on charitable giving. That’s why these professionals often start conversations about philanthropy — especially ...

How Carolyn McClanahan, a financial advisor and founder of Life Planning Partners, Inc., helps clients set boundaries when providing financial assistance to family members.

Despite staying in check in May, some analysts are concerned that inflation may once again start to creep up again. A cooling of inflation in recent months has put some investors at ease, but should ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

If you have clients traveling to a storm-prone area during hurricane season, the most important thing you can do is talk to them about the potential risks (and rewards) while still in the ...