Investments

The decline in the stock market gives clients an opportunity to convert their traditional IRA to a Roth IRA; Plus, Gen X is sleeping through retirement wake-up call.

Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?

"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.

Mutual fund giant Fidelity Investments is warning deflationary pressures in the U.S. are building.

Which firms on the S&P 500 have the most cash on hand?

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.

BlackRock said it is acquiring digital wealth management firm FutureAdvisor, joining the ever more crowded ranks of robo advisors.

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

Advisors reported that client allocations changed little in July, but worries about economic troubles were mushrooming, according to a recent survey.

Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction.

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.

"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.

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.

The Standard & Poor’s 500 Index roared back from the brink of its first correction in nearly four years even as the rout in all but the riskiest of global assets worsened.

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.

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

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

Turbulence in financial markets gathered momentum amid intensifying concern over slowing global growth, pushing the Dow Jones Industrial Average into a correction and giving other stock gauges their worst losses since 2011.