Miriam Rozen

As hackers and scam artists become more sophisticated, screening for scams can be difficult. Advisors must understand the top threats to client data and what might happen in the event of a breach.

Lawyers who regularly represent disgruntled clients who make allegations against financial advisors offer reassurance to the vast majority in the industry. Keep the big picture in mind and recognize that only a tiny fraction of financial advisors get sued, they say.

Advisors should keep abreast of what their employees post on social media, but also recognize that notions of appropriate online commentary vary among generations.

Security experts recommend advisors use not only passwords, but a more stringent form of verification, known as “two-factor authentication,” for logging into every device and into every data collection system they control.

New York is the capital of the art world, but brave investors may want to look farther afield for opportunities. Be very careful, advisors say.

Advisors should think carefully about finding the right macroeconomic numbers and statistics to share with clients.

When news accounts make clients jittery, advisors must help them strike a balance between bad news and the long view.

Which is more important to clients' frontier economy asset portfolios? Debt? Equity? The answer is both.

Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care.

Advisors must carefully examine what countries and types of companies are in various indexers’ emerging and frontier market baskets.

Currencies can offer investors high returns, but advisors should be aware of the dangers of buying equity and currency assets from the same place.

With domestic oil and gas production forecasts buoyed by fracking extracting technologies, many investors have begun to seek new ways to refine their asset portfolios so they bolster efforts to help the earth achieve sustainability.

Advisors need a global outlook to best serve their clients. International travel can help achieve such a vision meaningfully.

Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?

Michael Aronstein, a portfolio manager for Marketfield Asset Management, says the Fed moves have forced advisors to rethink the way they use bonds in a portfolio.

"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.

For some advisors, a virtual office model offers advantages other than a reduction in costs.

Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.

"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors.

If Scotland votes for independence from the U.K., will that bolster or threaten the Scottish economy? What could it mean for ex-pat clients?