Business Planning

WealthManagement.com created this list of industry-related resources to help financial professionals understand systemic racism and white privilege. It is not exhaustive. Some of the organizations listed take donations.

Cash might be king but accepting cash-heavy deals now may come at the opportunity cost of more options in the future.

Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.

We must all find the strength to be better and provide hope to those who are calling us to action, says Mercer Advisors CEO Dave Welling.

There’s no worn path to ownership for operations staff. They must take it upon themselves to create their own opportunities.

Commonwealth Financial Network’s senior vice president of practice management on five areas of focus to boost a firm’s strength under stress.

It’s proved possible to continue servicing clients effectively and to run a retirement plan business remotely in an era of masks and social distancing.

The COVID-19 pandemic has highlighted the benefits of planning, with the ensuing market volatility easier to put in perspective when both clients and advisors view it through the lens of a set of future goals. 

LPL program highlights the need for continuity planning in wake of an advisor's death. 'Whether on this side of the grave or the other, we never want to leave our clients floundering.'