Financial Planning

As clients near retirement, many are eager to address their future cash-flow needs. Based on our reporting, here are some of the best ways advisors can help clients generate income in retirement.

How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.

A story on investing trends for wealthy families drew this Twitter comment from family office CEO Arthur Salzer.

In the March issue, columnist Bob Veres cited seven "dirty words" that were hurting RIAs.

After Pershing executive Mark Tibergien discussed the challenge of attracting younger graduates to the profession, Twitter user @jdillon910 replied:

After last month's Retirement Advisor Confidence Index suggested advisors were keeping allocations steady despite an increase in client risk tolerance, a Twitter user responded.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

Deborah Castellani, a principal and senior fiduciary specialist with Akros Fiduciary in Austin, Texas, responded on LinkedIn to a story about advisory firms sanctioned by the SEC over their compliance programs.

After columnist (and startup RIA) Dave Grant discussed the challenges of having prospects say no, Chad Smith — an advisor at Financial Symmetry in Raleigh, N.C. — sympathized on Twitter.

After Sheryl Garrett said an ideal partner would be a group like NAPFA, Pinnacle Advisory Group’s Michael Kitces responede skeptically.

After a study found 53% of advisors intended to boost their allocation to U.S. equities, Denver-area CFP James Osborne took to Twitter to respond.

The Rockville, Md., firm hopes to grow rapidly by targeting smaller firms with an equity partnership deal and, ultimately, profits. Can the strategy made famous by United Capital and HighTower work down market?

FINRA appears to be pulling back from its campaign to regulate RIAs -- and advisors couldn’t be happier.

The company announces modest revenue growth and a move to start outsourcing "non-advisor-facing" jobs.

Whether you're a sophisticated early adopter or a newbie to all the latest technology available to you and your firm, these stories should bring you up to speed about everything any financial advisor or firm needs to know about information technology to improve productivity and increase assets under management.