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Advisers must be creative and persistent in figuring out risk tolerance levels.

Most times, remaining calm and sticking to a long-term asset allocation is the best course.

Despite increases in the cost of living for the elderly, clients may find affordable options even within the most expensive states.

Two ETFs in areas that pundits traditionally expect to benefit more from a Republican president gained.

The world is entering a phase of rising risks as the effect of central-bank stimulus policies diminishes, according to a long-term forecast by Pimco.

The practice can seem counterintuitive to clients. Here’s how to break through their resistance.

The independent broker-dealer industry could lose a third of its brokers and many of its smallest firms, experts predict. What does that mean for survivors?

See which TPM tops the list for both highest production-per-adviser and highest fee income.

The firm's relatively modest-sized army of advisers is more productive than any of its competitors. In 2015, the average Raymond James adviser produced $387,733, beating Cetera, its closest rival, by more than $56,000.

The industrywide gain in fee income is a welcome development given the new fiduciary rule--see how firms are preparing for new regulations as well as new competition.

The fiduciary rule flips wealth management on its head, especially in the bank channel. Smaller books will be just one response at Cetera.

The adviser's job is about to get harder, and some old dogs are going to have to learn new tricks in order to survive.

A longstanding obstacle is getting banks to recognize the opportunities in the wealth business, says Arthur Osman, executive vice president and institution service business consultant at LPL.

Even FINRA has loosened up about broaching the subject with older clients.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

Be careful with Social Security and Medicare. Missteps can hurt client relationships.

Save clients big headaches by being aware of these RMD-related errors.

Retirement may begin with a choice between starting benefits or taking distributions.

Modifying popular claiming strategies opens up new client opportunities.