Financial Planning - January 2019

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

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.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Commonwealth Financial Network is helping advisors convert to full RIA status and, in the opinion of advisors and executives, shedding its traditional label.

FINRA has warned of phony calls and emails from impersonators.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?

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.