Ingrid Case

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

Even the best plans can fall apart when clients' emotions get involved.

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.

Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.

Advisers sound off on the most difficult challenges their clients have handed them.

From secret children to sudden engagements, these are client disclosures that shocked planners.

Sure — if you can identify duties that hit these four categories.

Miscalculations, assumptions, planners missing the point — find out how it all can go awry, and what can be learned after the dust settles.

The four questions that can determine if a hike is in order.