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.
Electronic thieves have gotten smarter - and they’re targeting you. These experts can tell you how to beat them.
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.
When financial planners launch a firm, success hinges on knowing how to run a business.
Standard monthly payments are just one of several options for paying off loans after graduation.
Social media isn't verboten, but it's crucial that planners know the rules.
What's to be done for people who have plenty of money, but just can't seem to enjoy it?
The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others.
Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.
Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House.
Concierge services help advisors strengthen existing client relationships and attract new ones.
For a client whose mortgage is underwater, is a short sale still the best option?
It's not always easy to work with highly successful business owners, but the effort can be rewarding.
Don't let short-term needs displace your long-term strategy.