Practice

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Few firms have provided staff members with formalized career paths. This disconnect creates significant untapped potential for firms to better harness their human capital -- by actively engaging their teams for growth and greatness.

For most retirees, the basics of family planning are simple enough, but planning for the needs of a disabled child who may live another 50 years or longer is especially difficult.

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.

If the health insurance exchanges succeed in making coverage more affordable, planners say they expect some clients who are separated to opt for divorce.

The decision to recommend that a client go onto Medicaid, the government-sponsored healthcare program for people with low income and minimal resources, is both simple and difficult.

To supplement the coverage provided by Medicare, there are a number of different types of policies are available ranging from very basic, high-deductible plans, to low-deductible, high-premium plans that cost more but provide more extensive coverage.

Executives at mutual fund companies, asset management companies and support providers rated client reporting-which included any reporting that is created for the purpose of distribution to clients-as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

Retirement income planning has become a significant or core part of business for nearly three quarters (73 percent) of financial advisors, but these same advisors may be flying blind when it comes to assessing whether clients are on track to achieve sustainable retirement income.