Continue in 3 seconds

Weekend Edition

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.
  • Fake IDs, multiple bankruptcies: Advisers censured by CFP Board

    One of the sanctioned advisers has 26 disclosure events listed on his FINRA BrokerCheck record.
  • How will the DoL fiduciary rule impact M&A?

    "We expect deals to go up as a result," says M&A consultant and investment banker Dan Seivert, adding that risks will be relatively low.
  • Kitces: The secret formula to setting fees

    Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

Get FP in your inbox

The Latest

See all of The Latest


Handling the emotion of market declines

A look at how clients may be overreacting to fluctuations.

Family-owned practice? How to navigate potentially harmful feuds

Key steps that can help prevent family conflicts from getting out of hand.

Survival tips for advisers in a robo world

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.
See all Voices


See all resources