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Listening and managing expectations are key to successful implementation.

Whether it is inherited or company-issued, advisers may have to try to force a separation.

It may not offer higher returns — but if the stock market becomes volatile, clients won’t lose as much.

Index of business conditions for financial advisors slides as investors disclose growing unease about high stock valuations, domestic turmoil and geopolitical crises.

Some say that the bond component should be reduced.

These investments provide diversification and reduce volatility.

The right automated rebalancing software produces better results than manual rebalancing.

Most clients hope to maintain or improve their lifestyle, transfer wealth to their heirs or to charity, and pay as little in taxes as possible.