Client strategies

Do stock market swings mean new opportunities for financial planners?

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.

After the divorce, I was broke and in debt. Then my husband sued me.

There are red flags that may be pointing to elder fraud in a client account.

RIAs need to review fee flexibility, target markets, value and branding.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.