Continue in 5 seconds


Even as markets regain footing after vote turmoil, there is still a “dark cloud” that advisers must be ready to discuss, says Greg Valliere, chief strategist for Horizon Investments.

Get FP in your inbox

The Latest

See all of The Latest


Stop feeding the investor short-term anxiety monster

Sending performance statements highlighting returns every 90 days can undercut planning goals. There is a better way to keep clients informed.

Brexit: How to manage client fears

Now is the time to prepare your clients to toughen up (and yourself, too).

3 ways to help clients considering selling their business

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.
See all Voices


See all resources