The Big Q

Financial advisors share tips for how couples can get aligned around money.

Holding on to existing clients is much more cost-effective than attracting new ones. Here’s how financial advisors know a client is about to stray and what they do to prevent it.

Investors have become anxious about problems emerging in private credit, and some asset managers are limiting redemptions from their funds.

A number of financial planning considerations arise when retirement turns out to be temporary.

Wealth management strategists stress the importance of maintaining portfolio diversification and separating short-term headline shocks from long-term economic effects.

Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.

Investment advisors agree that it would be foolish for clients not to own foreign shares. The question is what to buy now and how much.

Financial advisors steer clients to causes and gatherings that match their interests—and in the process strengthen their own businesses.

Wealth management leaders explain how their firms handle the human errors that inevitably occur.

Prices of these precious metals have climbed sharply in recent months. Are further gains ahead, or will new investors be left holding the bag?

From classic strategies like tax-loss harvesting to new tax-advantaged funds, financial advisors are emphasizing ways to boost after-tax returns.

As President Donald Trump escalates his attacks on Fed chair Jerome Powell, investment professionals explain why his pressure tactics are unlikely to work.

After the U.S. captured Venezuelan leader Nicolás Maduro, and amid the Trump administration’s statements about Cuba and Greenland, investors have questions.

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

Financial advisors can’t make resolutions for you, but they can suggest them. Here is what four advisors recommend.

Investment pros lay out their bullish and bearish scenarios for stocks next year.

Publicly traded companies may soon be able to report earnings semiannually—a change that could result in both positives and peril.

Funky Chunky, $60 water bottles, and personal notes are among the ways advisors show gratitude to their clients.

From strategic charitable giving to well-timed Roth conversions to fully exploiting health savings accounts’ potential, financial pros share ways to significantly lower your tax bill.

Whether it is firing a problem client or helping a family cope with a terminal cancer diagnosis, advisors sometimes have to deliver hard news.

From emerging markets to an underloved corner of private equity, there are plenty of promising investments that aren’t AI.

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative self-talk to redefining wealth.

Younger clients need a lot less hand-holding than their older counterparts, but don’t make blanket assumptions about how they want to interact with you, advisors say.

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how they try to help.

Good risk-adjusted yield has been hard to find lately. Some money pros are looking beyond traditional fixed-income categories.