Practice

Will cut-rate advisor platforms for mass-affluent customers pose a threat to RIAs?

Insights gained at humble jobs long ago have helped some planners shape their messages to clients.

Don't let short-term needs displace your long-term strategy.

An underrated idea for improving your practice: Join a study group.

Former engineer Lesley Brey creates a planner's paradise for herself.

Some Americans are giving up their passports to save on taxes.

To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.

Its managers acknowledge the trouble in Europe, yet MFS International Value Fund has a large stake in companies on the Continent.

FP's Pro Bono Planners of the Year Awards celebrate the idea that planning is worth sharing.

Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.