Financial Planning - March 2020

Why can't you do that, too?

For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.

Advisors should be increasingly aware of how banks are shaping client expectations.

Many wealth management trends never caught on. This one is no passing fad, however.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

Make sure not to confuse it with the SEC’s self-reporting program.

Faced with the retention risk from the RIA-only channel, firms are trying to alter their company cultures and questioning traditional approaches.

If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.

Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

"It took a little time to regain our equilibrium."