Financial Planning - July 2019

A successful recruiting strategy isn't enough to keep a financial planner put.

Recruitment is ongoing — not a one-time sales pitch.

More than 650 advisors considering a career change visited the firm's headquarters during its last fiscal year.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

How to solve the financial planning industry’s diversity problem.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

Firms look to attract client cash from Wall Street institutions by offering a buffet of services that cover banking and investing needs.

How to create the best setting and address strong emotions for tough conversations. Also, what not to do.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

Sharing an uncomfortable personal story can forge a lasting bond.