Financial Planning Magazine - July/August 2023

THE BATTLE FOR THE SOUL OF ESG

Unions aren't just good for workers. In some ways, they make ideal clients for financial advisors.

More than a half dozen financial advisors say that parents should start conversations about higher education with their children in middle school.

FINRA argues that brokerage representatives should have the ability to keep information about private residences out of public databases.

Although most advisors and brokers see both pros and cons to operating outside the office, few are ready to abandon their new schedules.

As sustainable investing principles weather a growing backlash, the biggest asset managers are pivoting in how they talk about environmental, social and governance funds.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.

Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.

Hearsay's sixth annual Social Selling Content Study says original content, financial education and news are the posts that are making an impact in 2023.

As headlines spotlight the disruptive power of artificial intelligence, a pair of experts say that advisors need to double down on being more human than ever.

Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.

A year of cryptocurrency scandals has made advisors more skeptical about the volatile asset class, but the future of crypto is far from settled for investors and their financial advisors.

Direct indexing can mitigate risk and address a client's needs, no matter where they fall on the environmental, social and governance enthusiasm spectrum.

There are ways to keep cash balances fully insured and fully liquid — and brokered deposit programs may not be one of them.