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Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.

As clients live longer than ever anticipated, advisors face new challenges in helping them prepare for the future.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Sure, major firms offer exit advice to their advisers, but there’s only so much they can do. Here’s how planners can take the next step on their own.

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

The sector has been in a slump of late, but these funds have bested the S&P 500 over time.

Use fund clones or computer-simulated models to emulate the Buffetts of the world.

Here are three ways advisors can reduce execution risk and edge ahead in a beta-driven world.

Leveraged ETFs aren’t for most clients, but they may work for short-term hedges.

From just one in 2006, there are now many high-yield, dividend growth and total dividend funds.

Hot funds can turn cold. Is big, broad and boring the way to go?

These funds avoid complexities of short-selling but add other concerns.

Yes, these notes can be risky, but they have their virtues.

More advisors are looking to these equity funds as a way to neutralize currency risk in local markets around the world.

Help clients look under the hood of offerings to avoid unpleasant surprises.

Making fixes and adjustments to a portfolio can take time, so use these funds to right the ship temporarily.

‘Just because you can sell, it doesn’t mean you have to sell.’

These include currency-hedged or exposed, small- or large-cap, quality screened or all-inclusive.