Financial Planning Magazine November 2016

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

There are many benefits for clients who invest in property, but identifying them can be quite a process.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Sales agents and advisers interact very differently with clients, columnist Bob Veres says. Here's how to tell which category applies to you.

No more golf balls: Business-building giveaways that clients really want.

Provide more effective feedback by making it part of everyday work and make assessments more forward-thinking.

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

New capital from outsiders is adding $50 million to the RIA's war chest.

Only 18% of RIAs refrain from these key conflicts of interest, a new study by the Institute for the Fiduciary Standard found.

Relura Horton, former regional managing director at Fidelity Custody and Clearing, hopes to attract more women clients to her new firm.

The long-running battle by two CFPs against the board comes to an abrupt end.

These certificants are multiplying — and so is their revenue.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

Sure — if you can identify duties that hit these four categories.

There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

New academic research that concludes active bests passive seems suspect.

CE Quiz

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.