Holistic financial planning

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

Even as BDs transition from their commission roots, too many still treat advice as a liability.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Flat fees may not be as profitable or scalable, but they have significant benefits.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Traditional planning strategies will become obsolete.

Jim Cracchiolo aims to boost the number of clients receiving comprehensive plans through a series of tech upgrades for advisors next year.

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.