Profile

Cover photo
Financial Planning
313 followers|36,530 views
AboutPostsPhotosVideos

Stream

Financial Planning

Shared publicly  - 
 
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.
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.
1
Add a comment...

Financial Planning

Shared publicly  - 
 
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.
1
1
David Briggs's profile photo
2 comments
 
you may work for Mcdonalds, that does not mean you own the place!
Add a comment...

Financial Planning

Shared publicly  - 
 
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?
1
Add a comment...

Financial Planning

Shared publicly  - 
 
Guess who is most unhappy during retirement? http://bit.ly/1yuP107  
1
Add a comment...

Financial Planning

Shared publicly  - 
 
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.
1
Add a comment...

Financial Planning

Shared publicly  - 
 
What’s the price of independence? This firm it was $60M. http://bit.ly/1xMNe9O 
1
Add a comment...
In their circles
1 person
Have them in circles
313 people
J.R. Robinson's profile photo
Blankinship & Foster, LLC's profile photo
Jason Behl's profile photo
Michael Hatem's profile photo
William Smith's profile photo
Dwayne K. Dowell's profile photo
Pete Hoover's profile photo
Ben Black's profile photo
Amatrix Co's profile photo

Financial Planning

Shared publicly  - 
 
How does Morningstar's new iPad app stack up? http://bit.ly/1CHsynp 
1
1
David Briggs's profile photo
 
Ken is late for work. Ken looks lost.
Add a comment...

Financial Planning

Shared publicly  - 
 
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.
1
2
Add a comment...

Financial Planning

Shared publicly  - 
 
Want to be viewed as a credible advisor? Try writing a book – http://bit.ly/1yHOGY0 
1
Add a comment...

Financial Planning

Shared publicly  - 
 
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.
2
1
Add a comment...

Financial Planning

Shared publicly  - 
 
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.
1
Add a comment...

Financial Planning

Shared publicly  - 
 
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.
1
Add a comment...
People
In their circles
1 person
Have them in circles
313 people
J.R. Robinson's profile photo
Blankinship & Foster, LLC's profile photo
Jason Behl's profile photo
Michael Hatem's profile photo
William Smith's profile photo
Dwayne K. Dowell's profile photo
Pete Hoover's profile photo
Ben Black's profile photo
Amatrix Co's profile photo
Contact Information
Contact info
Phone
(800) 221-1809
Email
Story
Tagline
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.