Financial planning

“Owners of advisory firms don’t realize there’s a new school approach to succession planning,” – David Grau Jr., president and CEO of Succession Resource Group.

Brown Wealth Management Group, a former Wells Fargo-affiliated independent advisory firm, will focus on high-net-worth clients at LPL.

Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings.

Advisors can benefit only if they actually interact and then follow up.

The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.

The fiduciary rule would significantly change how advisors are compensated and is part of a global trend to increase investor protection, researchers say.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

The new budget agreement eliminates the spousal benefits aspect of the file-and-suspend claiming strategy; Plus, clients are advised to contribute to a tax-advantaged health savings account before reaching the age of 65.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.

8 tips for advisors on getting their message out.

Advisors typically aim to capture client’s children, but often it’s the parents of clients who need the most help.

Why one advisor specializes in helping clients who come into sudden wealth.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

Provide informative and entertaining tidbits to engage clients and attract new ones.