Recent Stories From This Author
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.
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.