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Financial Planning - April 2018

Time for a raise?

Talent wars are pushing compensation packages higher.

How fee-based assets are remaking a $20T industry

IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.

Fee-based Tobias Salinger April 2

Sponsored by Commonwealth Financial Network

Fee-based Tobias Salinger April 2
Video Is compensation for financial advisors on the rise?

Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.

Compensation April 2

Sponsored by Commonwealth Financial Network

Compensation April 2
Voices How some firms are now attracting and keeping planners

Chelsea Emery
Editor in Chief Financial Planning

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

Compensation April 2

Sponsored by Commonwealth Financial Network

Compensation April 2
Index Stock market turbulence drives pullback in client risk tolerance

Return of volatility reverberates in asset allocations, denting wealth management business conditions.

RACI Harry Terris March 2

RACI Harry Terris March 2
Voices As planners outgrow their roots, hard choices lie ahead

Bob Veres
Columnist

As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.

RIAs April 2

Sponsored by Commonwealth Financial Network

RIAs April 2
Voices Why is pricing so hard for new RIAs?

Dave Grant
Founder and planner Retirement Matters

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

RIAs March 11

Sponsored by Commonwealth Financial Network

RIAs March 11
Voices How to compensate partners to keep your firm on track

Kelli Cruz
Founder & Managing Director Cruz Consulting Group

Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.

RIAs April 2

Sponsored by Commonwealth Financial Network

RIAs April 2
Voices A fresh approach to compensating your planners

Glenn G. Kautt
Vice chairman Savant Capital Management

Find growth by using Maslow's hierarchy of needs to help set compensation policy.

RIAs April 2

Sponsored by Commonwealth Financial Network

RIAs April 2
How the new tax law upends estate planning

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Tax planning Martin M. Shenkman February 14

Tax planning Martin M. Shenkman February 14
Why colleagues should know — and help set — each others’ pay

Here’s how one firm structured compensation in a fair and completely open way.

Compensation Carolyn McClanahan April 2

Sponsored by Commonwealth Financial Network

Compensation Carolyn McClanahan April 2
Should I ... Hire someone to oversee cybersecurity?

Planners are torn on whether they should DIY or give outsourcing a try.

Practice management Ingrid Case February 6

Practice management Ingrid Case February 6
New tech tools put RIAs on par with larger rivals

Independent advisors are closing in on the service capabilities of big wealth management firms.

Reinvent Wealth Sean Allocca February 7

Reinvent Wealth Sean Allocca February 7
Kitces: Why a maligned fee is back in vogue

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

Financial planning Michael Kitces April 2

Sponsored by Commonwealth Financial Network

Financial planning Michael Kitces April 2
Evaluating bond funds for the most effective 60/40 portfolio

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

Portfolio construction Craig L. Israelsen February 22

Portfolio construction Craig L. Israelsen February 22
Switching annuities may raise red flags with regulators

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Compliance Alan J. Foxman February 23

Compliance Alan J. Foxman February 23
CE Quiz Continuing Education credit — April 2018

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Investment strategies April 1

Investment strategies April 1
The struggle to attract clients when you're in your 20s

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Selfie Matthew Boersen February 23

Selfie Matthew Boersen February 23

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