Risk management

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

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

The fiduciary rule, combined with technological advances, will create pressure to compress fees to a degree that could threaten advisers’ lifestyles.

5 steps for advisers to take in the next six months to ensure post-DOL success.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.

Advisers should ask key questions to best estimate how much retirement savings is really needed

Modern advisers have much to learn from Blaise Pascal and his influential insights on taking chances.