Practice

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.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.