Financial planning

Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.

The giant asset management company said it was acquiring robo advisor FutureAdvisor.

Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.

Advisors' best planning skills will go to waste if they can't win over clients.

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.

"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.

Despite a sudden market correction, I didn't hear from panicked investors. That's because I've made them understand in these situations you must work through the pain to profit.

Emotions might get the best of some investors in light of all the bad news. Here are the strategies I've used to guide my clients since the market correction began.

Financial Planning, On Wall Street, Bank Investment Consultant and Re:Invent|Wealth are reporting how the market's recent volatility is affecting the industry and clients. Complete, ongoing coverage – along with commentary from their expert contributors – can be found here.

Advisors can show their worth by making time to help clients understand how to manage the unexpected.

The Wall Street regulator hit Charles Schwab with the penalty for net capital deficiencies and supervisory failures.

A wave of selling gripped global markets as the rout in all but the safest assets deepened.

Clients are understandably worried, but smart advisors can calm their nerves. Here’s how.