Continue in 5 seconds


Careful choice, effective communication are key for including debt in a client's portfolio

Get FP in your inbox

The Latest

See all of The Latest


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


See all resources