Financial Planning - June 2018

The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?

Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.

This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

The CFP Board’s new code of ethics should be celebrated for embracing the fiduciary concept — will the standards be strengthened even more in the future?

When a prospective client asks, “So, what do you do?” you have 30 seconds to make a great impression. Here’s how to respond.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

"We're told that good advisors stay away from politics, but I disagree," says one advisor.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

Is hourly and standalone planning misguided? This advisor says yes.