Financial Planning Magazine - January 2017

"People want to chase gains," an adviser says of clients.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

By making a few tweaks to their management style, firm owners can better retain talent — and grow their practices.

FINRA fines Lincoln Financial Securities for foreign hack attack.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.

Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

Going overboard may leave clients wondering if that is where their fees are going.

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

Advisers and clients may think it doesn't matter which account makes the distribution, as long as the total calculated amount is taken from some account. They are wrong.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

It's the most important service an adviser can provide, experts say.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

These funds have similar goals, but there are significant differences.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.