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The best way to approach portfolio declines, withdrawal rates and even emergency cash needs.

Surprise riches can help clients as much as hurt them. 

To reach those 55 and over, stress financial plans and personalized service.

To reach those 55 and over, stress financial plans and personalized service.

Changes in consumer behavior means demand and acceptance of financial advice has changed dramatically, says Deloitte consultant Gauthier Vincent.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.