Issue Content
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When experienced advisors mentor new planners, they transform the profession in the process.October 2
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How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.September 29
Editor-in-ChiefFinancial Planning
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The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.August 24
ColumnistFinancial Planning
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A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.August 15
CEOCEG Worldwide
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To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.July 20
Vice chairmanSavant Capital Management
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President and founderEmpyrion Wealth Management
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A new industry snapshot highlights record firm count and AUM, while continuing steep client growth fueled in considerable part by the rise of robos.August 2
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"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.July 26
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Advisors must be prepared with tax and planning strategies to help when clients fall ill.August 30
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The firm is trying to show advisors how they can use LPL’s resources to “get more at-bats” with prospective clients, an executive said.August 1
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FP magazineThe "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.April 6
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It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.August 22
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Five important danger signs that can save advisers a lot of trouble down the road.July 26
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A recent OCIE report shows that advisors are missing the mark on protecting their businesses against cyber threats.August 11
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Risk alert: The agency expects advisors to follow these steps.August 11
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The technology underpinning Alexa can automate meetings, update clients and even deliver advice.August 16
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There is a way to help reshape deeply ingrained destructive habits.July 31
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Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.August 22
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IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.August 31
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Can three foreign market index funds outperform a single total non-U.S. market index fund?August 21
