Portfolio

Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction.

Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.

Volatile times can be scary, but clients may be more prepared than they think they are -- helping them realize that will make riding out the tough times a lot easier, columnist Jonathan Clements says.

Focus Financial Partners' Chris Dupuy, a former Merrill Lynch executive, talks recruiting, breakaways and why he tells some advisors that independence isn't for them.

Advisors can still get through to clients "gripped with anxiety which affects their ability to think clearly," consultant Eric Weiner says.

"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise.

"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise.

"The D.C. metro area is a hot market," says Savant Chief Executive Brent Brodeski.

Planners worry about client fatigue if the downdraft drags on.

A 55-year-old client who decides to withdraw from his 401(k) account with his former employer may be exempt from paying the penalty if he is totally and permanently disabled and has an IRS levy; Plus, wallet-friendly travel tips for retirees.