Financial Planning Magazine - May 2017

Sometimes, the best way to keep control is to relinquish it.

Succession planning is easy to talk about. It’s much harder for planners to actually plan for.

There’s a big difference between what advisers think brings in new business and what actually works.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Following these steps will help advisers prepare their firms for the future without them.

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

Does the advisory industry need yet another risk assessment tool?

Salesforce is the latest to offer advisers data-driven insights into clients.

How advisers can help overcome their irrational expectations.

There are risks to this approach, however.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.