Financial Planning Magazine - December 2017

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Here's what advisors say their firms must use to catch up, and get ahead.

A good software tool can be hard to find. Our annual Tech Survey can help.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

Five ways to build a successful charitable planning practice.

Financial planners need to embrace robo advising technology to "live long and prosper."

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

OCIE puts advisors on notice about widespread use of misleading claims and failures of disclosure.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

New solutions offer plenty of features but lack focus.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Here’s what to tell your clients about investing in marijuana.

Clients — even some advisors — overreact to market losses. Are they on to something?

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.