Holistic financial planning

It's the most important service an adviser can provide, experts say.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

Your emotional intelligence, or EI, affects portfolio planning as well as professional relationships. Here’s how to develop and harness this powerful tool.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

Positive psychology might be the key to determining just what a client needs.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.