You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

Clients’ gloom over the market’s continuing decline amid dour economic outlooks might be likened to the dread experienced by the prisoner in Edgar Allan Poe’s classic 1842 short story “The Pit and the ...

When the stock market gets rough, advisors should be talking with their clients. When you fly, the pilot makes announcements when the plane encounters rough air or turbulence. Passengers want to know ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

As the appeal of sustainable investing gains more steam with each passing day, financial advisers are starting to scramble to stay ahead of the curve both in terms of understanding the space and ...

As a financial adviser, it's easy to discuss investments with clients when markets are going up. It’s the discussions when the markets are selling off that can be intimidating — but they don’t have to ...

In business relationships, strategic silence often proves more valuable than constant conversation. Learning when to listen rather than speak can transform client relationships and build lasting trust ...

Most Social Security experts assume that Congress will address the program’s financial problems sooner or later. But lately, later looks more likely. Unless Congress acts by 2035, the mismatch between ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.