The diversity of new advisers entering the industry adds to the challenge of getting them up to speed
Many advisers lack a written succession plan, including 60% of those who will be retiring within five years
Given the way they're structured, UITs are a more targeted approach to investing than mutual funds or ETFs
In the financial services industry, free simply doesn't exist. It can't.
A recent event by the motivational guru illuminated the role human needs play in a happy life and successful business
Two planners had a role in arranging a business owner's insurance policy, and one is not happy with how the compensation was handled.
With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.
Yes, I'm a millennial, but clients in 2018 should not have to print forms and mail in checks.
An IRS nod shows potential pathways for employers, but several considerations must be made in advance of developing such a program.
The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign
Firms could establish incentives for advisers to do pro bono work regularly, similar to the way law firms set expectations around such work
New study from Fidelity Charitable finds business owners donate more than average Americans.
Providing investment advice as a fiduciary goes beyond disclosure of conflicts of interest.
Now is the time to remind clients of what's in their control.
Advisers looking for more freedom may find going independent on their own is not as fulfilling as partnering with an existing independent firm.
Disclosing behavioral biases is voluntary, but no less important than making the required disclosures.
Buying a life insurance policy is one of the most expensive ways to invest
Here's what great growth firms know: There's no better time to change than when everything is going well.
Negative returns and fiduciary risk are positively correlated for 401(k) fiduciaries.
