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JANUARY 2017

Cover Story: Technology (PDF)

Includes the articles:

2017 Tech Roundup

Compiled by Ana Trujillo and Carly Schulaka     

Trends, advice, and best practices from technology
experts.

Best Tech for 100 Bucks or Less

Need an affordable technology spend? Here are a few ideas.

Fiduciary, Meet Technology

A snapshot of how technology is adapting to the DOL fiduciary rule.

Practice Management

Master Your Return on Effort

Kristin Harad, CFP®
How to increase revenue, decrease effort, and amplify your fulfillment in your practice.


​Contribution

Treatment of Inflation in Retirement Planning Calculations: An Improved Method

by Sherman D. Hanna, Ph.D.; and Kyoung Tae Kim, Ph.D.

These authors suggest that financial planning textbooks should present the calculation of capital needs at retirement in purely inflation-adjusted terms.

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