Critical Illness Tests Advisor’s Best-Laid Plans

During months of recuperation, he reflected on his experiences and drafted these lessons for advisors.

10 Ways to Boost Turnout at Firm-Sponsored Events

With some advance planning, attracting clients (and their friends) shouldn’t be difficult. (By Bryce Sanders)

How to Advise the Suddenly Unemployed

Mapping out the issues with clients can help them avoid tax headaches and other problems.(By Michelle Rand)

Women Lag in Retirement Readiness, Study Shows

They’re more likely to adjust their lifestyle than men, but 29% less likely to adjust their investment plan: Edward Jones.

These Bonds May Have Best Risk/Reward Tradeoffs

Despite several bank failures and another recent rate hike, there are still opportunities to be had, says our columnist. (By Christopher Baccella)

Private Funds Step Up Pursuit of Accredited Investors

Advisors who’ve shied away from the private-wealth markets should start helping clients explore and vet their options.

The Three Stages of Divorce: A Crash Course

Preparing clients for what to expect can make the divorce process go smoother and build your relationship. (By Mariella P. Foley)

GSE Bonds More Attractive as Fed Targets Higher Rates

The dislocation in the fixed-income markets has our columnist rethinking his bond strategies while remaining conservative. (By Christopher Baccella)

Being Sympathetic with Clients Can Lead to Bad Outcomes

Learning to be empathetic helps advisors with client and employee retention, say these experts.

Client Crises Can Catch Advisors Off Guard

Here’s how to effectively respond when clients reveal a personal or emotional crisis during a meeting.

2022 Top Articles on Rethinking65

Articles on Medicare, inflation and the bear market, Roths and problems with advisor fees were among our most popular this year.

How to Help Clients Make an Impact

Aligning interests and investments may be more important to them than you realize — and easier than you think.

Latest News

Drug Shortages Approach an All-Time High, Leading to Rationing

Thousands of patients are facing delays in getting treatments for cancer and other life-threatening diseases

Cars May Have Explosive Airbag Part

The Wall Street Journal has identified at least 6.8 million vehicles that may have dangerous air-bag inflators.

Large Advisory Team Joins Commonwealth

A long-time Securities America advisory firm with nearly $465 million in assets under management has joined Commonwealth Financial.

Schwab: Debt-Ceiling Woes Shouldn’t Intimidate Investors

Government default is unlikely, but even so it would not really impact those with a longer-term investing horizon.

Accelerated Biological Aging Can Worsen Mental Health

A new study of nearly a half-million midlife and older adults found it may increase depression and anxiety.

Advisor Growth Curbed By Psychological Factors: FPA

A study by the FPA and Janus Henderson finds psychological and other reasons stand in the way of financial advisors' AUM growth.