Wealth Think

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.

How to develop good interviewing skills at the onset of a client-advisor relationship.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

Commentary: There are other much larger and offensive “holes” in the current disclosure that are more deceptive and allow more conflict of interest than DOL’s proposed BICE.

Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.

Commentary: The acquisition of a robo by the world's largest asset manager is a reminder to advisors they must provide technology that appeals to consumers in a modern, constantly connected world.

Volatile times can be scary, but clients may be more prepared than they think they are -- helping them realize that will make riding out the tough times a lot easier, columnist Jonathan Clements says.

Advisors can still get through to clients "gripped with anxiety which affects their ability to think clearly," consultant Eric Weiner says.

Despite a sudden market correction, I didn't hear from panicked investors. That's because I've made them understand in these situations you must work through the pain to profit.