Several things contribute to clients outgrowing their advisors. In particular, advisors should be wary of these six things as they could be signs their client is ready to move on from the relationship.

Markets continued to be roiled by uncertainty, from the U.S. trade wars with China to potential conflicts with rogue nations. Money managers are looking at various strategies to safeguard investors’ assets.

Traditional advisory payment models are steadily disappearing as younger clients expect flexibility and competitive fees. With that in mind, many advisors are creating new payment options that are gaining favor.

A new Chubb survey finds that clients want their advisor to deliver property & casualty solutions, but only 28 percent of advisors offer these coverages.

A peek at leading indicators are signaling that further economic growth and stock market gains lie ahead, economic analysts say. In particular, manufacturing production and consumer confidence.

Planning experts offer advice on crafting a responsible retirement plan that takes into account sharply rising health care expenses. A retirement plan that shorts health care planning can leave a client high and dry, they say.

What if you have a client who needs to make a significant withdrawal during a bear market early in retirement? That scenario can devastate a nest egg, and avoiding it takes plenty of planning.

Tax experts say money managers can expect more tax planning than usual this season, as advisors and clients get familiar with tax reform.

Optimism in the U.S. economy remains up among high-net-worth investors, but concerns are creeping in, a new survey finds. Inflation, tax changes and interest rates are chief among them.

A September agreement on a two-day deadline for completion of a securities’ transaction might not be in place very long. Some factions are pushing for a one-day cycle, analysts say.

The Tax Cuts and Jobs Act eliminated the alimony tax deduction, which analysts say could prompt a spate of 2018 divorce filings, especially among high earners. Advisors should be prepared to untangle the finances.

Most clients are great, but some are not. Where do you draw the line with rude, demanding and/or stress-causing clients? We offer five best-practice tips.

The GOP tax reform bill is prompting more U.S. companies to bring financial advisory help in-house to help workers maximize their 401(k) plan participation.

The Dow Jones tanked badly over the first few days of February, spreading fear among investors. But analysts say the market is fine and the “correction” was much needed.

Wall Street players are happy with the steady hand promised by new Fed Chair Jerome Powell. The biggest issue by far is how the Fed handles interest rates and inflation and Powell is not pushing any drastic moves.

While millennials are big fans of robo-advice, older investors from the baby boomer generation are driving the concept, a new survey found. Aside from retirement services, older investors put fees and relaxation at the top of their list of concerns.

Forty seven percent of caregivers have had to tighten their belts financially because of their caregiving responsibilities, a report found. An alert financial advisor can help the caregiver avoid financial hardship.

Is dollar cost averaging a better strategy during a volatile stock market such as the 2018 version? That depends on who you ask. Experts caution investors to consider a range of variables.

Delaying Social Security us a time-honored strategy that can net a client up to 8 percent a year in benefits’ growth. But experts recognize there are times when an advisor must get on board with taking benefits early.

When it comes to planning for long-term care, advisors and clients have three main options — self-insure, long-term care insurance and life insurance with a long-term care rider. All have positives and negatives.