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New research sheds light on client panic during market downturns—and how advisors can limit the portfolio damage.

Those with a grievance should be able to make their case in a real court of law.

The discoveries by Duke’s Dan Ariely on how investors make decisions may transform your wealth management practice.

My son walked into my office a few weeks ago and told me he needed $30 for a school field trip, adding, “Can you believe how expensive that is?”

Failure to reform money-market funds would be a mistake: Economist panel.

‘You only find out who is swimming naked when the tide goes out.’

Some advisers aren’t worried about Web-based services. They should be.

If your financial adviser has never mentioned a 529 college-savings plan to you, that could change.

I finally was able to see the critically acclaimed documentary, Inside Job. The documentary was written, directed and produced by Charles Ferguson and recently won an Academy Award.

My favorite newspaper columnist is Jonathan Clements of the “Wall Street Journal”. (I have his first WSJ column and his two prior books.) Jonathan has written his third book, “You’ve Lost it. Now What?”