Financial Planning Magazine - August 2017

Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.

Don’t underestimate how valuable your services can be when clients make property decisions.

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.

A clinic at the University of Georgia has offered free advice through a variety of methods for almost a decade.

Here's how to create a corporate culture that advisers and clients want to be associated with.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

It’s tremendously rewarding to help people make smart decisions about their wealth.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Despite record AUM per adviser, fees and revenues slump.

Advisers need to plan their nonprofit work as carefully as the rest of their business.

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

Family dynamics can muddy an otherwise clear situation.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Three index funds may be all clients need. But that's rarely what they end up with.