Financial Planning Magazine - July 2017

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Don’t underestimate how valuable your services can be when clients make property decisions.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

The partnership marks the second since two private equity firms infused the aggregator with capital.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Studies show smart beta beating their benchmarks more than active managers.

Planners who lack this vital skill may not provide the best guidance to clients.