Disaster planning

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

One of the worst storms in U.S. history has prompted independent advisors in Florida to activate their business continuity plans.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.

The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

We've had many chances to learn, from the dot-com bust to the 2008 financial crisis. But the storm is perhaps most applicable to our current situation.

As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.

While many institutions are taking protective steps, others want to stay open to promote public confidence in the banking system.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Advisors must always be ready to reach out following natural disasters.

The advisory firm knew the drill, but the storm still threw them for a loop.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The hurricane poses staffing and data challenges on firms with large facilities in its path.