Financial Planning Magazine - January/February 2023

The succession minefield

Transition planning can involve some explosive emotions. Here's how to get through them without blowing up the future.

Planners should start with the basics then take a longer-term view, according to a panel at FP's INVEST: Cryptocurrency for Advisors conference.

Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.

New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Though an oft-cited index shows that 16 non-traded REITs gained 71.1% over the past five years, regulators appear unimpressed.

The justices' decision in SEC v. Cochran could ultimately reduce the power of administrative law judges over advisors and broker-dealers.

The new federal regulations will allow, but not require, 401(k) fiduciaries to take environmental, social and governance principles into account.

Financial professionals do a good deal of sleuthing tracking down old retirement accounts for clients.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

For practice leaders in fast-expanding firms, relinquishing control to an outsourcer can be challenging.

Always essential but rarely the portfolio star, the strategy aims to provide positive returns in down markets when investors need them most.