Financial Planning - June 2020

Annual Tech Survey

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.

Intuitive Advisor is now among the most affordable options for digital investing with human advice.

My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

Without centralized IT protocols RIA cyber fraud scenarios are taking on new and nightmarish dimensions — but there are ways for firms to defend themselves.

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

My broker-dealer warned that since it’s a forgivable loan it could be seen as a compromise with creditors.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.

People born in 1960 could see a permanent cut in their benefits without action by policymakers, an expert warns.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

Just as in the wake of the 2008 financial crisis, experts say there's rising interest in the products among advisors.

Analysis of their performance — and fees — may reveal some surprises.

Now is not the time to disconnect from supportive networks of other advisors.