Financial Planning Magazine - May 2022

Betting Big on Tech

Bidding them goodbye can be tough emotionally and for your business. But here's why experts say some customers have to go.

Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.

Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.

A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.

A judge’s decision puts new pressure on the brokerage industry watchdog and the SEC.

A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

There are decisions to be made ahead of final guidance to be released by the commission later this year.