Issue Content
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The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.December 1
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Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.December 1
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These tools will revolutionize … Wait. No. These tools will help financial planning evolve.December 1
Editor-in-ChiefFinancial Planning
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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.October 18
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Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”October 30
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A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.November 8
CEORightSize Solutions
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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.October 31
Director of PlanningLife Planning Partners
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Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?November 1
Founder & Managing DirectorCruz Consulting Group
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SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.October 10
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Two incidents brought predatory behavior into focus and sparked change at XYPN.October 30
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Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.October 30
FounderWealth Logic
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Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.October 31
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With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.October 31
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The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.November 7
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Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.October 7
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With careful planning, they can be among the 72% of U.S. students to get need-based assistance.November 11
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Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.November 8
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How sequence of returns affects retirement portfolio survival.November 4
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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.December 1
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Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.October 31
Financial PlannerIntegrated Financial Partners
