Financial Planning Magazine September 2017

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

Will young RIAs lead the profession’s second uprising against the established status quo?

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

It may be time to update your salary strategy to encourage better performance and attract promising job candidates.

"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.

Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients.

Tradition, trust and Google all factor into the choice.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

Advisers have turned into the new active investment managers.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Also, Raymond James added two $2.6 million producers advisors who last worked at RBC. However, Raymond James wasn’t the only winner. See these and all the latest advisor moves in our latest recruiting roundup.