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U.S. stocks led a renewed rout in equities worldwide as concern that China’s slowing economy will hamper global growth roiled financial markets.

Planners should emotionally prepare clients nearing retirement for the significant and abrupt changes that will occur after working full time for decades.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

The firm suffered another arbitration loss this week to clients seeking damages related to the firm's closed-end funds of Puerto Rico municipal bonds.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.

The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance.

People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.

The wirehouse's latest hires include two advisors who generated $5 million in annual revenue while at Citi Private Bank, a firm spokeswoman said.

"Many expect to continue working in retirement,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies.

The $9.12 billion AQR Managed Futures Strategy Fund pulled in an estimated $360 million in net subscriptions last month through Aug. 28 as bets against commodities and currencies paid off.

"Not all brokers put a lot of thought into it. I imagine because it's not where you're making your money," says Robert Gordon, president of Twenty-First Securities. "But they should, because it's part of the service to the client, and because it's the right thing to do."

As boomers start spending down their portfolios, planners need a new way to stand out.

It’s a great time to become a planner, but success is hardly a given for those just entering the profession, Dave Grant says.

As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.

There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind.

Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.