Opinion News from Financial Planning

Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.

Nineteen states and three major cities now have them. Cheap and easy usually isn't best.

Innocent client missteps can retroactively zero out balances in the alternatives-rich, held-away retirement accounts, with the advisor none the wiser.

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?

With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.

The One Big Beautiful Bill Act left depreciation recapture rules unchanged for income-producing properties, complicating the tax situation for real estate investors.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.

Investors are asking AI for help picking a financial advisor. Yet some firms remain invisible to AI. Here's how to get Claude or ChatGPT to name you.

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.

Evaluating private equity performance is notoriously difficult due to lack of transparency. Asking these 3 questions makes it easier for financial advisors.

The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

The intersection between HNW clients and private markets is no longer about distribution, but integration.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.