Portfolio

Financial Planning, On Wall Street, Bank Investment Consultant and Re:Invent|Wealth are reporting how the market's recent volatility is affecting the industry and clients. Complete, ongoing coverage – along with commentary from their expert contributors – can be found here.

Advisors can show their worth by making time to help clients understand how to manage the unexpected.

The Wall Street regulator hit Charles Schwab with the penalty for net capital deficiencies and supervisory failures.

A wave of selling gripped global markets as the rout in all but the safest assets deepened.

Turbulence in financial markets gathered momentum amid intensifying concern over slowing global growth, pushing the Dow Jones Industrial Average into a correction and giving other stock gauges their worst losses since 2011.

Hedge funds betting on commodities lost the most in almost three years in July as the price-rout deepened.

Clients are understandably worried, but smart advisors can calm their nerves. Here’s how.

How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.

Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.

The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.