Continue in 5 seconds

Weekend Edition

When including debt in a client's portfolio, there are certain measures advisers must take. What's more, explaining the choices isn't always easy. Here's how to proceed.

Get FP in your inbox

The Latest

See all of The Latest

Voices

Getting entrepreneurs to discuss their businesses

The following questions can help advisers effectively integrate a client's company assets into a financial plan, says a leading investment banking expert.

5 lessons from successful advisers

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

The future of advisers is fee-based and tech obsessed

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.
See all Voices

Resources

See all resources