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Financial Planning
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Delivering essential news and information for independent financial advisors.
Introduction
Financial Planning is the leading publication and online resource for independent financial advisors. We deliver the essential information, strategies and expert analysis advisors need to be successful and grow their practices. Our loyal audience consists of powerful and action-oriented financial advisors who rely on us to provide the news, opinion and practical business-building ideas they need to do their jobs better.Their primary concerns are their clients (building relationships), their practice (building and managing their business) and managing their client's portfolios.

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Financial Planning

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How does Morningstar's new iPad app stack up? http://bit.ly/1CHsynp 
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Online investment tools are here to stay. Which key players/moves should advisors be watching? http://bit.ly/17erXf8 
The big questions going forward are who will be doing what in the digital advisory space -- and when and how they ll be doing it.
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Want to be viewed as a credible advisor? Try writing a book – http://bit.ly/1yHOGY0 
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Are your clients heading for an IRA rollover disaster? http://bit.ly/1ym5Pde 
A new interpretation of the once-per-year rollover rule could spell big trouble for some clients.
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Trend to watch: Aging clients & aging advisors make a dicey combination: http://bit.ly/1Apex9V  
This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.
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Uh-oh. Does your team look & think just like you? http://bit.ly/1DaIbU3
You ll get a stronger group effort if you emphasize common vision, diverse skills and open communication.
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In their circles
1 person
Have them in circles
237 people
Reggie Hren's profile photo
Suryani Lim fp's profile photo
Retirement Benefits Specialists, LLC's profile photo
QuonWarrene's profile photo
Lorinda Fore's profile photo
ClickDesk's profile photo
Mayda Barsumyan's profile photo
Kathryn Flynn's profile photo
reachmarketingllc's profile photo

Financial Planning

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4 advisor moves that shouldn't be legal: http://bit.ly/1BmPjgw 
From confusing benchmarks to fictional income, some advisors are deceiving clients about their financial health.
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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 
Following the success of her latest album and landing three Grammy nominations this year, the megastar s net worth is in the untold millions. With a Merrill Lynch advisor for a father, it begs the question: who is advising the pop star?
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Guess who is most unhappy during retirement? http://bit.ly/1yuP107  
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SEC puts RIAs on notice: Examiners to eye retirement advice: http://bit.ly/1DUslug 
In laying out exam priorities for 2015, regulators cite mounting complexity of products and services in the retirement space.
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What’s the price of independence? This firm it was $60M. http://bit.ly/1xMNe9O 
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It may be time to rethink the way you do client educational events: http://bit.ly/1CWvERd 
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