There is a great (and increasing) diversity of family types in this country, and planners should take notice.
The importance of appreciating the difficulty posed by planning for a “blended family” is a topic that advisors (and this site) have ...
From severe market volatility, including recent Brexit-driven dramatic market fluctuations, to the rise of robo advisor platforms, to dramatic regulatory changes, many independent advisors have a long list of what they view as the biggest...
Before and after.
Earning a financial certification or professional designation has serious benefits for those working in financial planning, says the 2016 Survey of Trends in the Financial Planning Industry, a report by the College for Financ...
It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the...
John Oliver’s 21 minute comedic rant on the problems with retirement plan service providers was entertaining but none of the information was new to financial services industry professionals. What caught our attention was the 4 million...
