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Market volatility is a special challenge for all fintech companies that connect consumers with digital products: how to handle a highly emotional event with a product that doesn't specialize in human interaction.

“Why should a really good smaller firm that’s growing have a lower multiple than a big firm that’s crappy?” asks Peter Raimondi, president of Boston Private Wealth.

"The more investments and account types a client has, the more complicated their tax picture can become. Add to that the variations between state and federal tax laws, and the complexity increases further," says Greg Steiger, manager of retirement income planning at RBC.

Lure of large trust department, bank name recognition, more persuades five advisors in Redondo Beach, Calif., to switch.

The nine-year-old Morgan Stanley China A Share Fund, the first U.S. closed-end fund to invest in mainland stocks, has slumped 13% this year through Sept. 18 on a total return basis, compared with a 6.2% decline in the benchmark it tracks.

This MD-turned-CFP relies on the “BATHE” psychiatric tool to help discern what’s really going on with clients.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

Investors feel more confident they'll achieve their targets, although that growing bullish mind-set comes from those who actually have retirement plans, according to separate surveys.

Retired couples may qualify for untaxed dividend income and long-term gains.

Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.