Identifying problem transactions immediately can help keep you off the witness stand.
Some planners have found profits - or at least satisfaction - selling assistance or products to their peers.
A client seeking long-term care funding may be able to get it by swapping a life insurance policy.
Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup.
Culture clash between merging firms can mean the end of even a well-planned deal.
Low rates and longer lives make the conventional wisdom of 4% withdrawal rates obsolete.
When interviewing, hiring, and onboarding recent college graduates, financial planning firm leaders should plan to ask tough and innovative questions, listen extensively, and spend much more time and energy offering the new employees honest compliments rather than just criticizing them.
These investment strategists say they believe the emerging economies in the world are where equity opportunities are to be found.
Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.
Finding the right attorney requires research, time, thought - and sometimes a dose of bravery.
When a relative or friend asks for free advice - or even seeks to become a paying customer - it may leave an advisor in a tough spot.
Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.
In a number of states, clients and prospects are seeking advice on managing new royalty cash.
Often the right phrase or story can help planners persuade their clients to act.
Professional image is a balancing act: Not too chic, but not too shabby. Here's how 6 planners walk the line.
For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'
A planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.
Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.
Insights gained at humble jobs long ago have helped some planners shape their messages to clients.