Financial Planning - March 2018

Offering specialized planning is now essential to attract and retain HNW clients.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

The new law will affect how financial advisors and clients evaluate the pros and cons.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly “wow” your clients.

Do stock market swings mean new opportunities for financial planners?

Critics say the practice of using non-attorneys, some with criminal records, to represent investors often makes their problems worse. Advocates say it's cheaper.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.

Some guidance is in order to make sure encountering the revised SEC document for the first time goes smoothly.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.