Financial Planning - May 2019

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

The wealth manager recently introduced monthly fees. But, it's not for everyone.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

Not knowing a FINRA rule can’t save an advisor from statutory disqualification.

FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?

Errors are regrettably common. They are also easily avoidable.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

It's time the financial planning industry stops failing deaf clients.