Recent Stories From This Author
Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.
For high-net-worth clients whose estates top the federal exemption, smart planning matters as much as ever. Here are a few strategies advisors may find rewarding.
William Goslee and Alan Lenahan of Fund Evaluation Group offer attendees of Schwab Impact guidance on working with endowments and foundations and dealing with the 'Ringelmann effect' on committees.
Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.
Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.
Amid volatility, a forecast of a moderate rise in rates and a flatter yield curve.
Want some interns or residents of your own? Here are a few issues to keep in mind before the students show up.
If you want a better talent pipeline, you should get closer to the institutions minting new CFPs. See how several firms are doing it.
How a planner can help keep unequal inheritances from tearing a family apart.
Electronic thieves have gotten smarter - and they’re targeting you. These experts can tell you how to beat them.
Discussing his experience disclosing a cancer diagnosis to clients and other challenging planning scenarios, an ethics consultant offers a number of surprising lessons for advisors.
"Despite brave talk about 'I'll never put my kids through what happened to me with my parents,' 75% of people never have that cross-generational conversation," an elder care specialist told advisors at the FPA conference in Seattle, Wash.
Brad Bueermann of FP Transitions says you should go with the right fit when buying or selling an advisory business.
Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications.
Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience.
People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference.
Security experts say it's now crucial for advisors to understand that the fraud landscape has changed: Planners and their clients are both targets, and new federal rules (and custodians' policies) make advisors primarily responsible for fraud prevention. Advisors and other experts recommend a number of techniques for keeping clients safe.
Allison Couch's newly created role focuses on sales and distribution strategies across one of the industry's largest broker-dealer networks.
Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.
In a presentation on emotion and financial behavior, a planner calls out 10 'money scripts' that may be affecting your clients. Here's what to look for.