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.