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Financial planning is changing at a dizzying pace, with increased client expectations and technological imperatives setting the tone for the industry as a whole, as well as individual advisory practices.
We have it covered. Check back every day for fresh, insightful, new and valuable ideas to upgrade your practice.

Financial planning is changing at a dizzying pace, with increased client expectations and technological imperatives setting the tone for the industry as a whole, as well as individual advisory practices.
We have it covered. Check back every day for fresh, insightful, new and valuable ideas to upgrade your practice.

Improved client service, more revenue and deeper knowledge are all benefits.

Improved client service, more revenue and deeper knowledge are all benefits.

The firm settled charges by Vermont securities regulators connected to a ski resort at the center of an alleged $200 million fraud. A related lawsuit filed by an SEC-appointed receiver is pending.

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.

LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.

In the second part of his interview with Money Management Executive, Menard expands on the firm’s strategy toward product innovation and what business it won’t pursue.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

Plus, why matching clients with brokers of their race, religion or ethnicity might not meet the legal threshold for affinity fraud.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

Non-disabled service members are entitled to Tricare — a health plan provided by the Defense Department — when they reach the age of 65.

The executive will oversee the development and implementation of business strategies across the bank's wealth management units.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.

CEO Tidjane Thiam, who joined a year ago, is shrinking the investment bank to free up capital for expanding Credit Suisse's wealth management business, cutting thousands of jobs in the process.

Brexit isn't seen having fallout as severe as the 2008 financial crisis, but you wouldn't know it from the rush to safety in the global market for sovereign debt.

There are risks of contagion to other countries, but "it will take a significant amount of time to see how all that unfolds," says Federal Reserve Bank of Dallas President Robert Kaplan.