Holistic financial planning

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Traditional planning strategies will become obsolete.

Jim Cracchiolo aims to boost the number of clients receiving comprehensive plans through a series of tech upgrades for advisors next year.

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

Helping clients navigate life choices is critical for differentiation.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

An FPA conference's keynote session began with Tai chi and classical music.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.