Financial planning

"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.

How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.

Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.

The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.

It's not just conventional wisdom, upbeat advisors really can do better, research shows.

The three banking giants are reportedly planning to jointly build a data management company.

Couples need to plan on how they will claim their Social Security retirement benefits if one of them is receiving disability benefits or has a public pension to avoid complications; Plus, what happens to Social Security benefits after a guardian dies.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.

Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.

The former Northern Trust duo had annual production of $2 million at the time they made the move.

The ETF industry is on a tear. Here's a rundown of the most important market statistics from the first half of the year.