Financial Planning - February 2019

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

Firms are seeking these three specialties.

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

By explaining the firm’s sources of revenue and expenses, a team can better understand how they impact profitablility.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

A niece thought her aunt’s caretaker was stealing. How much can an advisor do?

Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

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

When faced with a regulatory challenge, advisors can’t be afraid to question authorities.