Part two on how to help clients with the emotional and psychological transition.

Motivated more by purpose than profits, “Survivor” clients may resist logical advice about how to curb stock market losses.

The current regulatory environment has led many investors, including family offices, to embrace outsourcing.

One online lender hopes to lure millennials with avocado toast, Elizabeth Warren really loves HBO's "Ballers" and Clinton Portis says he contemplated killing his financial advisors.

Help your clients decide whether they need to move out of their homes.