Financial Planning Magazine - June 2017

A clear path has emerged after historic revenue drops among the top independent broker-dealers.

This interactive tool gives you the ability to evaluate independent broker-dealers.

See which independent broker-dealers outpaced their peers at the top line.

The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

The SEC could continue cracking down on brokers and advisers, but some see Clayton’s leadership taking a more business-friendly tack.

Spouses on either side of the split can benefit — or lose — based on their claims strategies.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

Long-term financial health depends much more on persistence than on being brilliant. Here's how to convince the recalcitrant.

Since 2011, inflows into these funds have soared. Here's what they're about.

Planning is particularly complicated when accounting for stepparents and stepsiblings.