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

    Over a Third of Affluent Investors Don’t Have Advisors

    Financial planners aiming to grow might want to look where there aren’t many other advisors.
  2. Taxes

    Advisors: 6 Changes to Watch in the Senate Tax Bill

    Here's what advisors need to know as the House and Senate negotiate over the newly proposed tax bill before the winter break.
  3. FA Profession

    How to Talk to Clients About Investing in Real Estate

    When it comes to discussing real estate with clients, advisors often draw on their own hard-earned experience.
  4. Investing Strategy

    Why Your Clients Need Three Index Funds, Not Just One

    Would three broad index funds outperform just one in your clients' portfolios?
  5. Investing Strategy

    Investments Combating Climate Change Are on the Rise

    Advisors can help clients find investments that match their goals for environmental sustainability.
  6. FA Profession

    How Betterment for Advisors Competes for RIA Business

    Betterment has been adding more platform features and is giving more account control to users.
  7. Choosing an Advisor

    SEC Creating Database of Bad Actors Among Financial Advisors

    The SEC is creating a searchable database of individuals who violated federal securities law.
  8. FA Profession

    Wells Fargo Launches Hybrid Robo, Courting Millennials

    Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges.
  9. FA Profession

    Advisors: How to Offer the Right Pricing Model

    Some pricing models may not work for all clients, especially those looking for more clarity on fees.
  10. FA Profession

    What Clients Don't Know About Their Estates Could Cost Them

    Your client's estate is too small to trigger federal estate taxes - but they’re not off the hook.
  11. FA Profession

    Advisors: Should Your Website Have Videos?

    Leon LaBrecque has a knack for appearing on camera. He estimates that that he has made more than 120 online videos about ...
  12. FA Profession

    How One Financial Advisor Tripled AUM in a Decade

    One advisor turned more efficient methods for tracking his time, into more AUM for his firm.
  13. FA Profession

    Advisors: Cybersecurity Tips After the Equifax and Yahoo Breaches

    Many advisory firms have found they need cybersecurity help from an outside vendor.
  14. FA Profession

    FINRA Gets SEC Approval to Streamline Advisor Qualification Exams

    A newly approved FINRA rule could result in more hiring within the financial advice industry.
  15. FA Profession

    SEC Now Working on Fiduciary Rule With DOL

    The SEC has begun to work with the DOL on a fiduciary rule proposal for advisors and broker-dealers.
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