Practice

It's how I usually figure out the next big trend in the planning profession.

End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.

The ranks of the under-30 generation of planners are swelling - and they're ready to make an impact.

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.

When clients divorce, planners must tread lightly to avoid taking sides.

Planners should ensure stay-at-home parents have sufficient insurance and are saving enough for retirement.

Social media and technology usage has increased among ultra-high-net-worth and millionaire investors, according to a new Spectrem Group report.

Income disparities over the past 30 years have translated into a 25% to 30% retirement savings shortfall for women, according to the Insured Retirement Institute.

You're probably losing business if you haven't figured out what your competitive advantage is relative to your peers. Here's how you articulate that key differentiator.

Financial Services Institute, the advocacy organization for independent financial services firms and independent financial advisors, has tacked on more than 2,500 advisor members with the addition of NEXT Financial Group, Transamerica Financial Advisors and The Strategic Financial Alliance as first-year members.