Vanguard's Joe Davis: Prepare for lower expected returns

September 11, 2017 | Runtime: 2:06

The next five years will be more challenging for the markets than the past five, according to Joe Davis, global chief economist at Vanguard. Here's why it's more important than ever to stay reasonable with return expectations and stick to the plan.

Why clients should consider sending their children abroad for college

September 08, 2017 | Runtime: 3:15

Managing editor Christina Nelson and special projects editor Liz Skinner discuss the pros and cons of sending a child overseas to attend college.

Factor investing: The biggest trend in ETFs?

September 07, 2017 | Runtime: 2:02

How will factor investing impact ETFs? Advisers are using factor-investing in many different ways. Ed Rosenberg of American Century explains how these products can be confusing, but can help your clients' portfolios.

Finra: Who's watching the watchdog?

September 01, 2017 | Runtime: 3:14

Deputy editor Robert Hordt and senior reporter Mark Schoeff Jr. discuss this week's cover story, which looks closely at how the Financial Industry Regulatory Authority Inc. operates with minimal oversight.

Voya's Tom Halloran: Why succession planning is such a struggle for financial advisers

August 31, 2017 | Runtime: 2:07

Voya Financial Advisors President Tom Halloran discusses how advisers can make sure they have found the right fit when it comes to finding successors to run their businesses.

How advisers can preemptively plan around tax reform

August 25, 2017 | Runtime: 1:55

A cloud of uncertainty hangs over Washington with respect to tax changes, but that doesn't mean planners should have a wait-and-see attitude.

How advisers can better communicate the risks and rewards of investing in emerging markets

August 17, 2017 | Runtime: 3:23

Senior columnist John Waggoner discusses how financial advisers can help clients better understand the advantages of having exposure to emerging markets and the increased volatility that often comes along with investing in them.

Ed Slott: 3 questions to ask before converting to a Roth IRA

August 15, 2017 | Runtime: 4:46

To do a Roth conversion, money has to be spent. Here is what financial advisers and their clients should consider before they incur tax costs, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.

Proposal to delay the DOL fiduciary rule is a turning point

August 11, 2017 | Runtime: 3:35

Senior reporter Mark Schoeff Jr. and managing editor Christina Nelson discuss the Labor Department's latest move and what it means for the future of the regulation and the firms preparing for it.

American high

August 04, 2017 | Runtime: 6:05

Can advisers save clients from the financial ravages of opioid addiction?

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