Financial Planning - December 2018

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

From CRMs to robo advisors, planners share what's in their toolkit.

Eight tech tools planners can use to transform their practice.

Once deeply wary of digital tools, planners may be turning a corner.

Advisors are craving mobile solutions, and vendors are looking to satisfy.

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

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

Powerful new software and tools can help attract today’s job seekers and retain key talent.

Under SEC rules, an advisor was statutorily disqualified after driving under the influence. Can he ever register with a brokerage again?

Clients are willing to pay more for tax advice, but they’re still not getting it.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Advanced analytics is helping generate alpha, experts say.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.

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