In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.
The psychological adjustment to receiving a lot of money can take years, they say.
Clients are bringing more family members into the conversation, a company survey found.
Wealthier people, especially males and those with an advisor, are the likeliest to have a plan.
Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.
Advisors need to understand the needs of women and young investors to retain assets, a company report says.
The need for innovative and impactful strategies in philanthropy has never been more pressing.
A company survey found that couples with an advisor were more honest with each other about finances.
Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.
Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.
It's not always easy to find heirs, or at least ones that are ready to take over companies.
Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.
Adrianne Yamaki of Strategic Wealth Capital discusses how to help clients maximize what their heirs receive.
Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.
A 529 plan can be used as a multigenerational tool that supports client retention and acquisition.
Stuart Katz of Lido Advisors discusses the steps families should take to protect, grow and preserve their legacies.
The young have benefited from the great wealth transfer, but still suffer investing anxiety.
The NFL has formed a special committee to consider ending a block on private-equity funds.
Heed the power of derivative contracts, but beware of the vertical slice rule.
Millennials are on track to become the wealthiest generation in history.