Financial Planning - March 2019

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

State regulators and state legislature are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

Even the best clients in the most appropriate investments can panic when they’re watching their hard-earned savings shrink on a daily basis.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.