Financial Planning Magazine - March 2017

After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.

Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.

The rule’s outlook seems uncertain, but a strong undercurrent is carrying the industry along.

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.

Sobering results from a light-hearted survey prompts columnist Bob Veres to change his tune about how advisers use "retainer."

By acting immediately when stocks turn, you can position yourself to receive significant additional assets, columnist John J. Bowen Jr. says.

Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.

Fidelity report: What RIA buyers want and what sellers need to know.

RIAs are finding that the biggest competition for clients is right in their own backyard.

Advisers can turn that pessimistic outlook into better preparedness.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Planners will have control over the service, which will not be available directly to clients, according to the firm.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

Clients who make these prohibited transactions can face devastating penalties.

Concerns about medical expenses are sky-high, but there are solutions.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

A revealing look at how a multi-asset grouping performs during periods of low and high inflation.

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.