A number of trends are unfolding that will continue to shape our society, the economy and businesses of the future.
Demonstrating your value to your current clients builds trust with them.
Technology platforms are providing financial professionals a turnkey, out-of-the-box annuities solution.
It’s dangerous to allow the spending debate to prioritize the federal deficit.
You also want to learn how you were discovered when a new client comes to you.
Some states allow certain limited guardianship estate planning at common law.
You can change residency and, if the proper steps are taken, do it successfully.
Many advisors want to ensure that firms they’re looking to join are not simply using diversity as a recruitment tool.
There are several wealth transfer strategies that can be considered by those wanting to make gifts.
The timing and amount of federal aid will determine the level of tax increases that will be enacted by the state.
Excessive federal spending is creating grave economic and national security risks.
New estimates of life expectancy expose worrisome health trends in the U.S.
Here are other methods for attracting clients.
The long-awaited baby boom retirement wave is now officially underway.
Monetary and fiscal stimulus won’t restore a healthy world economy.
As the price of bitcoin has gone up, so has the number of questions from clients on this topic.
Insurance planning can have a tremendous impact on a clients’ overall financial success.
Investors have poured billions into ESG funds. They won’t stick around if they don’t perform.
Here are some suggestions on what to do—and not do—when dividing assets in an estate.
A spring wave may be in the cards, but it’s hard to say for sure. Here are the four main variables that will determine it.