Financial Planning

Financial Planning

Financial Planning delivers the essential analysis and insight that independent advisers need to make informed decisions about their business and the clients they serve. The only information resource dedicated to the needs of the independent financial planner, Financial Planning provides analysis and breaking news, opinion and expert advice, and practical business-building ideas. Coverage is sharply focused on what matters most to advisers — their clients (building relationships), their practice (building and managing their business, deploying technology), and managing their client's portfolios. The Financial Planning community is deeply engaged through interactions on social media, comment forums, research panels, and an authoritative network of contributors. As advisers optimize their practices' investment performance and client service in a complex, highly regulated industry, Financial Planning delivers actionable and insightful content.

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  1. FA Profession

    Who Will be the Amazon for Financial Services?

    Technology is rapidly changing the way advisors meet clients, and that transformation opens up several key opportunities ...
  2. Health Insurance

    Helping Clients When Health Care Costs (and Anxiety) Are High

    With higher premiums, copays and out-of-pocket costs, health care expenses are a concern for everyone. What can you do to ...
  3. Career / Compensation

    Lack of Diversity in CFP® Profession: Blacks, Latinos Weigh In

    Financial planners know the industry has too few minorities among its members; when it comes to the reason why, the profession ...
  4. FA Profession

    Does Amazon Pose a Threat to Wealth Management?

    Analysis revealed that compliance concerns and investor preference would keep Amazon from entering wealth management; industry ...
  5. FA Profession

    Data Sharing is a Risk to You and Your Clients

    FINRA recently issued a strongly-worded warning to investment companies and investors about the dangers of sharing account ...
  6. FA Profession

    Do the New CFP® Standards Go Far Enough?

    The new CFP® Board code of conduct has been finalized, and critics wonder if the standards hold financial advisors to a high ...
  7. FA Profession

    Advisor Firms Enticing New Recruits With Residency Programs

    Seventy-two percent of financial advisors are age 40 or older, so firms are finding creative ways to bring new recruits into ...
  8. FA Profession

    Court Overturns Significant Fiduciary Regulation

    In a surprising turn of events, a federal appeals court vacated the fiduciary rule late Thursday. The Department of Labor ...
  9. FA Profession

    Advisors: Have Text Conversations With Clients

    The financial advice industry hasn't embraced texting as a client service the same way that other advice fields have: will ...
  10. FA Profession

    Invest in Technology to Avoid Lost Revenue

    For financial advisors, the revenue lost by foregoing new technology is significant, but not as significant as the payback ...
  11. FA Profession

    Advisors: Use Financial Wellness to Attract Millennial Clients

    How can financial advisors help Millennials overcome their fear of investing? It can be challenging to change how a younger ...
  12. FA Profession

    More Banks Looking to Buy Advisory Practices

    New research suggests that the pace of deals between banks and independent advisors will increase significantly within the ...
  13. FA Profession

    Advisors: Why the 'Race to Zero' Fees Doesn't Exist

    Let’s face it, free is probably never going to happen. That’s because when it comes to investment products, everybody gets ...
  14. FA Profession

    Advisors: The Future of Retirement Is Digital

    It’s no secret that younger investors have a different approach, but the advisory industry is still focused on addressing ...
  15. Financial Planning

    Clients Increasingly Combining Human and Digital Advice

    Robo advisory firms aren't the only ones increasingly adopting a hybrid approach.
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