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Financial Planning
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Delivering essential news and information for independent financial advisors.
Delivering essential news and information for independent financial advisors.

404 followers
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Is Social Security getting even more complex for clients? Create a package.
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Automated wealth tools and platforms are gaining traction. But expensive ad fights for what still is a sliver of the overall investment market has observers wondering which digital-first firms can survive and become profitable.
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How does Morningstar's new iPad app stack up? http://bit.ly/1CHsynp 
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4 advisor moves that shouldn't be legal: http://bit.ly/1BmPjgw 
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Online investment tools are here to stay. Which key players/moves should advisors be watching? http://bit.ly/17erXf8 
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Pop star Taylor Swift’s dad is a financial advisor. Should celebs have family manage their money? http://bit.ly/1xYnfrH 
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Want to be viewed as a credible advisor? Try writing a book – http://bit.ly/1yHOGY0 
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Guess who is most unhappy during retirement? http://bit.ly/1yuP107  
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Are your clients heading for an IRA rollover disaster? http://bit.ly/1ym5Pde 
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SEC puts RIAs on notice: Examiners to eye retirement advice: http://bit.ly/1DUslug 
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