The days of a financial advisor presenting a client with a pre-made financial plan on paper are at an end. Clients today prefer to be engaged in the planning process and to influence the development ...

This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Planners and policy makers must constantly make decisions in ...

Planning requires diverse expertise and collaborative partnerships, which are increasingly important in small and rural communities. Limited budgets and staffing constraints make it essential to ...

As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...