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.
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.
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.
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.
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.
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.
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.
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.
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.
August 04, 2017 | Runtime: 6:05
Can advisers save clients from the financial ravages of opioid addiction?