Financial Planning - December 2019

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?

SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.

Two incidents brought predatory behavior into focus and sparked change at XYPN.

Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

How sequence of returns affects retirement portfolio survival.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.