Financial Planning Magazine - October 2022

Undefined Undercounted Underserved

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.

The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

Financially, the opioid crisis is hitting Ohio harder than many other states. But a campaign with advisors at its core aims to turn the tide.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

Reformers and supporters of the existing system are already lining up on either side of the fight as the regulator follows up on its pledges to pursue changes.

The firm terminated the longtime financial advisor. But experts say that isn't always a best practice, and many female professionals continue to report abuses.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.

Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.

For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?

The strategy is widely promoted, but it can leave some investors worse off.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.