Financial Planning - May 2018

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Financial planning professionals tell us sexual harassment is pervasive. Can that change?

Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Fortune 500 companies disappear because they don't plan properly for the future. Don't think it can't happen to your firm.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Exodus to RIAs continues, but Schwab cites red flags.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.