Holistic financial planning

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.

An NBA veteran opens a nonprofit RIA to help young athletes manage their sudden wealth.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

Even as BDs transition from their commission roots, too many still treat advice as a liability.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Flat fees may not be as profitable or scalable, but they have significant benefits.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.