Financial Planning - February 2018

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

How tomes of years past contain keys to succeeding in today’s world of low fees and increased M&A.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

How tomes of years past contain keys to succeeding in today’s world of low fees and increased M&A.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

Investment capital has become widely available, but advisors still face challenges.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

Ex-UBS advisor Greg Hersch says opening his own RIA has been among the most challenging tasks of his career.

Brokers' top questions and concerns about the protocol's demise answered.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

The cryptocurrency attracts a generation that believes in the power of networks.

Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.

Planners have picked up some bad habits over the years. Here’s what do to about it.

There is nothing to be nervous about — but there is a way to do it right.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

It’s time to broaden our understanding — and assessment — of risk composure.

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