Financial Planning - March 2024

THE RETIREMENT ENDGAME

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

Industry group warns that the change to employment status criteria could put up further barriers to Americans' obtaining financial planning services.

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."

Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.

As the Fed promises to cut rates, investors are eagerly awaiting a drop in bond yields — and a big jump in prices.

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.

Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.

Though more women are entering the industry, gender bias and other historical barriers remain.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.