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• Five Questions to Ask Your Adviser About the 'Fiscal Cliff' Monday, 10 Dec 2012 | 11:48 AM ET

  

  How much will the fiscal cliff impact you, and how can you minimize damage to your finances? Here are questions financial advisers are sifting through with clients.

• Safeguarding Your Assets Against the Hazards of a Lawsuit Friday, 9 Nov 2012 | 4:21 PM ET

  

  Professionals, like doctors and lawyers and anyone else who might be sued, should work with an adviser to keep creditors from cleaning them out if they lose in court

• When Advisers Change Jobs, Ask Questions Before Tagging Along Monday, 15 Oct 2012 | 3:31 PM ET

  

  With financial advisers moving from one firm to another more frequently than in the past, chances are you'll have an opportunity to review your needs.

• Try Candor and Humility With Your Clients Thursday, 11 Oct 2012 | 3:53 PM ET

  

  The way to foster long-term relationships is to admit that we cannot know what the markets will do, says  Mark Hebner, president of Index Fund Advisors.

• New Definition of Success? Survival Monday, 8 Oct 2012 | 12:06 PM ET

  

  Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.

• Focus on Money Matters, Not Investment Returns Monday, 8 Oct 2012 | 12:05 PM ET

  

  For financial advice, take the focus off the factors we can't control and move it to the things we can. It requires robust communication and periodic reassessment, according to Marilyn Capelli Dimitroff of Capelli Financial Services.

• Problem Clients? No Problem at All Monday, 8 Oct 2012 | 12:04 PM ET

  

  There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.

• Don't Overlook Advice for Your Retirement Accounts Monday, 8 Oct 2012 | 12:04 PM ET

  

  It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?

• How to Break Up with Your Financial Adviser Monday, 8 Oct 2012 | 12:02 PM ET

  

  When it's time to cut ties, make sure you know what to do and when to do it.

• What Kind of Financial Adviser is Right for You? Monday, 8 Oct 2012 | 12:01 PM ET

  

  What’s best for you depends on the size of your portfolio, your risk tolerance and how your adviser gets paid.

• How Financial Advisers Can Balance Client Needs and Investment Strategy Monday, 8 Oct 2012 | 12:01 PM ET

  

  The markets are trickier than ever, technology is a bear and the parade of complex products with odd names is enough to make your head spin.

• Dealing With a Problem Client Monday, 8 Oct 2012 | 12:00 PM ET

  

  It’s important to distinguish between high-maintenance clients (who need a lot of hand holding) and problem ones (who want the impossible).

• From Boutique to Supermarket: When Financial Firms Decide to Expand Monday, 8 Oct 2012 | 11:53 AM ET

  

  Sure, investment returns grab the headlines, but fees fatten the top and bottom line, which makes expansion into other services tempting.

• Leaving the Street to Go Solo Monday, 8 Oct 2012 | 11:52 AM ET

  

  Wall Street’s shedding jobs, so why not start your own business. You may be an investment guru but are you a general manager?