While having a strong financial plan in place is crucial, stress testing that plan and assessing emergency risks is critical also, according to eMoney. That is especially true in times like right now, ...

Advisers seeking to keep clients happy might want to give them a test. The Kolbe A Index, for example, describes one's greatest strengths and limitations — and clients can take a 15-minute version of ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Jim Exley stared down at a new client’s risk score and couldn’t comprehend the number he saw. Earlier in the day, the client had talked about how, in addition to his role at a Fortune 500 company, he ...