Financial Planning Magazine - June 2022

The ESG Industrial Complex

Sustainability benchmarks are taking over companies and funds that hold their stock. It's how an Hermès Birkin bag can get tagged as good for democracy.

For advisors, cryptocurrency is increasingly too impactful to ignore as their clients — and not only millennials — are interested in the offerings.

We asked what experienced planners wished they knew when they started out. Here's what they had to say.

Skience’s Marc Butler shares four tips for broker-dealers that want to stay independent.

Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.

Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.

UBS brokers rack up expungements of Puerto Rico complaints

You can buy a share of Lamborghini now. Should you do it?

Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.

Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.

While the chances of scrutiny are relatively low, these issues can put a wealthy taxpayer on the agency’s radar.

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

Meme stocks changed what we thought was possible in the investing space. And now with GameStop getting into the NFT space almost 14 months after the bid to take down hedge funds that had bet against the company, they almost seem like a parody of what already seemed like a parody of investing.

Advisors deploying their Rolodexes on behalf of female-helmed startups position themselves, their clients and the economic recovery for success.

Determining the client’s “need for speed” at the outset of the relationship goes a long way toward achieving peace of mind for them in tumultuous times.