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Advisors suggested emphasizing that investment management and financial planning work hand in hand.

Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

Several advisors answered the call with their strategies for tackling this potentially sticky situation.

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.

What happens when a client loses their sense of purpose and identity when they choose to retire?

A financial advisor in North Carolina is looking for a fee-only advisor to offer an advice-only model for his own family. Is this a good idea? If so, what are the considerations?

He owns the home. She pays half the mortgage. Is that fair?

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?