Charles Duhigg: How to Have Better Conversations With Clients
The author of Supercommunicators shares practical strategies for more productive communication.
Financial Planning
More on Financial Planning
What You Can Expect From a Financial Advisor
Things to consider as you hire, work with, and consider parting ways with a financial advisor.
The Final DOL Fiduciary Rule Has Arrived. Here’s What It Means for Investors
We see the most benefits for participants in small retirement plans and investors rolling into fixed index annuities.
Neil Shearing: What You Might Be Missing About the Current Economy
A global economist weighs in on inflation, upcoming elections, and deglobalization.
An Investing Road Map for Midcareer Accumulators
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
What Does a Financial Advisor Even Do?
How to find an advisor that offers the right services for your situation.
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
The founder and CEO of Creative Planning on why AI in financial advice is ‘inevitable’ and whether financial advisors will face fee compression.
Howard Gleckman: ‘We Pretend This Isn’t a Problem’
An expert on aging discusses long-term care in the U.S., including the toll on caregivers, innovations in Alzheimer’s disease treatment, and the financial ramifications for older adults.
Best of The Long View 2023: Financial Planning and Retirement
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
What Your Net Worth Statement Is Telling You
A summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances.
Your 2024 Financial To-Do List
As the new year dawns, here’s your plan to get financially fit, one job at a time.
I’m a Financial Advisor Thinking of Growing My Practice. How Do I Know if It’s the Right Time?
Taking on staff seems costly but can lead to growth.
Dan Haylett: Retirement Planning = Life Planning
A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’
Who Can Best Manage Your Investments?
Using an advisor can help investors avoid trying to time the market.
Tips for Making a Great Firm Even Greater
Bishop & Co. is a lean and mean machine, but it still can get better.
Despite Some Misses, Future Proof Conference Continues to Innovate
Gathering of financial advisors is bold and different, but not everything worked.
Financial Planning for Disabilities and Special Needs: What to Know
Learn about housing, special needs trusts, legal implications, and more.
Cindy Haddad: Financial Planning for People With Disabilities
The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.
The Threat of a Recession Has Subsided. Are Your Clients Prepared for the Next One?
The recession scare may have prompted your clients to act rashly without you knowing.
California Advisor Takes a Slow, Deliberate Approach With Prospective Clients
She wants to make sure investors are comfortable and committed before engaging in a long-term relationship.
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