Practice

Third Avenue Management was sued by an investor who said the firm failed to maintain adequate liquidity despite signs the fixed- income market was increasingly volatile.

The Obama administration wants to ensure its plans can withstand congressional opposition before the president leaves office, experts say.

One planner sends an email saying: “Stocks periodically go on sale because people panic.”

When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.

When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.

An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."

Getting over the mental block toward adoption is part of the challenge in keeping your practice tech-savvy, says Eric Kies, chief compliance officer at Moline, Ill.-based The Planning Center.

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

In certain circumstances, a Roth IRA conversion can incur an immediate tax liability – but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible – in practice it's often the optimal strategy.