Practice management

In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.

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.

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.

Advisors can still get through to clients "gripped with anxiety which affects their ability to think clearly," consultant Eric Weiner says.

Planners worry about client fatigue if the downdraft drags on.

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.

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

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.

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

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

People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives.

Advisors who listen attentively build better connections with clients.

Planners need another skill set to help their clients cope with major life events.

A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need.

The new recruits joined the firm's employee and independent channels.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

A "cautionary" note on the third day of hearings after DoL officials quiz industry attorney in the slippery task of trying to ascertain details of common commission sales.