Holistic financial planning

A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.

Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.

Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.

A fiscally savvy population serves planners' self interests while making the world a happier, more prosperous place, Michael Nathanson argues.

Losing your job sets into motion a series of financial twists. Planning ahead can help.

Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.

The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.

Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

In volatile markets, client education and constant communication are ke

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.