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Ambition, Euphoria and Fear: Entrepreneurial Clients and How to Help Them
Voices: A startup’s founder may need help on a business plan and a pitch for funding, as well as on a financial plan.
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Brokers Lower the Bar for Retirement Savers
Some brokers are rolling out new fee-based products with lower investment minimums ahead of a proposed rule that requires them to put the interests of retirement savers ahead of their own.
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Why Postnuptial Agreements Are on the Rise
Postnuptial agreements are becoming more popular with wealthy couples. Like prenups, postnups are contracts that primarily spell out how assets and liabilities would be split upon divorce or death. They can address how the entire marital estate will be divided or carve out just how one property will be treated upon divorce.
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Don’t Let a Troubled Family Member Derail Your Finances
A woman needed help paying down debt after too many years of supporting a son with substance-abuse problems.
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Voices: How I Learned to Help Grieving Clients
Advisers get training about products and services. But providing emotional support to clients going through difficult passages is another challenge entirely.
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Voices: Tips for Working With Professional Athletes
Many sports figures need help conserving their earnings to last a lifetime, this adviser says.
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Getting Financially Ready to Have a Baby
A same-sex couple deciding between pregnancy and adoption needed a plan to pay for the costs.
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Voices: How to Help Clients Who Are Starting a Business
Financial advisers can provide critical support to entrepreneurs in shaping a business plan and weighing the financial risk.
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Voices: Enhance Your Practice With a Client Advisory Board
Having a panel of selected clients who meet regularly can provide helpful feedback and increase referrals.
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Funds Clobbered by Rout in Financial Stocks
Heavy weightings in poor-performing financial stocks are weighing down some mutual funds so far this year.
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Voices: Set Your Sights on ‘Henry’ Clients
Those ‘high earner, not rich yet’ individuals can grow into tomorrow’s affluent investors, this financial adviser says.
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Voices: Building Connections With Professional Women
Adviser Zaneilia Harris targets successful women who may be going through a transition, such as a divorce.

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Fidelity Investments Starts National Pilot of Its Robo Service
Fidelity Investments will charge annual fees of around 0.35% to 0.39% for Fidelity Go, its automated robo-investing service—a price that makes the service roughly competitive with others.
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Some Advisers Err in Thinking They Won’t Be Affected by New Rule
Some financial advisers who are already required to act in their clients’ best interests think they won’t be affected by the coming Labor Department rule toughening standards for retirement-account advice.
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Voices: When Clients Ask About Negative Interest Rates
Questions about below-zero interest rates in Europe and Japan provide an opportunity to review basic investing principles.
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Merrill Lynch Names Training Head to Oversight Role
Merrill Lynch has named its training chief to run its Fifth Avenue Center complex, where she will oversee about 200 financial advisers.
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Broker’s Shares Take Beating as Growth Slows
The future of the brokerage business was supposed to be companies like LPL Financial, but a proliferation of competitors and a major regulatory overhaul are weighing on the company’s growth.
Wealth Adviser Daily Briefing: IRA Rollovers May Slow Due to Fiduciary Rule
The coming Labor Department rule may crimp transfers from 401(k)s to IRAs. And more news in our morning briefing

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共和・民主の外交政策が逆転米大統領選
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パルミラ古代遺跡、IS占拠から生き残る
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尿で発電する技術、貧困地域を照らせるか
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世界の不透明感、緩やかな利上げを正当化＝FRB議長
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【社説】謎の習主席批判に見る中国政治の動揺
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Wealth Adviser Video

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Three Technology Trends for Advisers
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Don't Make These Prenup Mistakes
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Five Reasons You Need An Estate Plan
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