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The Wall Street Journal

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Vakker Portraits
Voices: How One Adviser Helps Clients With Emotionally Fraught Decisions
Asking clients to pick words that resonate deeply with them can help to identify their values and priorities, this adviser says.

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Is a Higher-Yielding Bond Worth the Risk?
Financial advisers and other investors need to be careful in evaluating seemingly sweet offerings, columnist Allan Roth says.
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Senate Votes to Block New Fiduciary Rule, but Reversal Unlikely to Stick
The Senate voted Tuesday to block the Labor Department’s new rule on retirement advice, highlighting a deep partisan divide over the brokerage industry regulation.
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Say What? Kudos for Sitting ‘Within Punching Distance’ in a Tough Market
This financial adviser took heart from what a client told him during the 2007-09 bear market.
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Vonnegut: How Do You Stabilize Volatile Wealth?
Tips from financial advisers who work with clients in the energy, technology and entertainment fields.
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401(k)s Tweak How They Charge for Expenses
As fees on 401(k) retirement plans decline, more employers are changing the way they apportion the plans’ administrative expenses among participants.

Wealth Adviser Daily Briefing: Are Higher-Yielding Bonds Worth the Risk?

Finding & Keeping Clients

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Voices: Good Habits Help Advisers—and Their Clients—Succeed
Committing blocks of time to prospecting, strategic planning and other tasks can make you more effective, this financial adviser says.
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Voices: Why One Adviser Switched to Charging Retainer Fees
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Voices: Empathize With Nervous Clients to Serve Them Better

Adviser News

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Raymond James To Pay Fine for Anti-Money-Laundering Lapses
Raymond James Financial Inc. agreed to pay $17 million for “significant systemic” failures in complying with anti-money-laundering requirements, regulators said Wednesday.
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Wells Fargo Loses Long-Running Broker Dispute With UBS
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UBS Teams with Robo-Advice Provider

Planning & Investing

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401(k) Fees Are Heading Lower
Employers and advisers are shaving retirement-plan costs as they face pressure to monitor expenses.
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Real Estate Component in S&P Index Could Hurt Financials
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Former First Eagle Fund Manager Deshpande Launches Firm

Running A Practice

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Bad Behavior Can Trip Up an Advisory-Firm Sale
Selling a financial-advice practice is an emotional undertaking, and sellers may need help keeping their feelings from undermining a deal.
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Voices: Recognizing and Cultivating a Niche
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5 Mistakes to Avoid When Selling a Financial-Advisory Practice

Around The Web

Wealth Adviser Daily Briefing: Stabilizing Wealth for Clients in Risky Industries
WSJ Wealth Adviser columnist Norb Vonnegut asked three investment advisory firm executives how they preserve capital for clients in risky industries. Plus, more news in our morning update.
Wealth Adviser Daily Briefing: 401(k)-Plan Expense Tweaks May Cause Some to Pay More
Wealth Adviser Daily Briefing: Bad Behavior Can Trip Up an Advisory-Firm Sale

Barron's

Byron Wien: What’s Ahead for the Markets
By
ANDREW BARY
At 83, the investing legend and Blackstone strategist is still trotting the globe. What’s next for stocks, bonds, and the economy.
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Boeing Shares Could Lose Altitude
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Red Hat Could Rise 30%

Adviser Calendar

Finra Annual Conference
Washington, May 23-25

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