March 2024

Winning The Hearts, Minds And Wallets Of Entrepreneurs

by

There's never been a better time to work with wealthy business owners.

The Advisory World In 2034--An Advanced Look

by

Will giant firms and technology cater to every client whim … or create dystopia?

5 Top Lead-Generation Strategies For 2024

by

Here's how you get prospects interested.

Unlocking A $30 Trillion Opportunity

by

Charitable giving know-how is essential for supporting wealthy women

Love Is Inefficient

by

When your client relationships are on the line, don't let cost-consciousness get out of hand.

When Retirement Comes At You Fast

by

This couple had just days to make decisions that would alter the rest of their lives.

Helping Kids Break The Cycle of Poverty

by

This is what I learned about generational poverty as a respite foster care giver.

Why Are More Women Clients Than Ever Firing Advisors?

by

And how do you make sure you're not on the chopping block?

Caregivers: The Problems Hidden In Plain Sight

by

Your clients' plans are only as solid as the least prepared person in their circle.

Women Are Changing The Face Of Advisory Firms

by

These amazing women have helped break through the glass ceiling in the industry.

Don't Count On A Soft Landing For The Global Economy

by

China could be facing a “lost decade,” while Europe and the United States confront their own economic challenges.

Riding The Curve In Fixed Income

by

The Allspring Core Plus Bond Fund is positioned to take advantage of the changing interest rate environment.

Helping Clients Navigate Income Tax Bracket Changes

by

Here are some best practices to help wealthy clients adjust to changes.

Funding College and Retirement Together Just Got Easier

by

It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.

Why Annuity Sales Are Booming

by

The macroeconomic data tells only part of the story.

Preparing For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

Advisor Emporium

Luma, Yieldstreet Expand Alts Partnership

by

Luma Financial Technologies has expanded its relationship with Yieldstreet to offer alternative investment products to Luma's advisors.

Editor's Note

How Indexing Reshaped Financial Advice

by

If indexing has been bad for active management, it has been good for holistic planning.

Frontline News

How Clients Can Handle Big Tax Debt

by

The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Retirees' Healthcare Costs Increased 8% In 2023

by

They need about 8% more than what they needed a year ago, according to the Employee Benefit Research Institute.

E*Trade Sued For ‘Paltry' Interest Rates On Retirement Sweep Accounts

by

The online broker's rates last year were at one point 500 times lower than the federal funds rate, the suit alleges.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

by

The Social Security Administration said the bill would keep the program solvent through 2054.