The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.
Advisor Terry Cook focuses on helping owners of family-owned businesses unlock the true potential of the wealth they've created.
It may be best to reserve your client's Roth conversion between the ages of 65 and 70.
Morning cold plunges and social media influencers won't grow your business.
The DOL has provided insurance agents with an opportunity to advance the practice of retirement income distribution planning.
Here are six strategies that can help advisors get client referrals.
Guaranteed income products hold a rightful place in many clients' retirement plans.
Facing a $150 billion shortfall this year alone, the program requires radical measures to shore it up.
High-quality video content has emerged as a powerful tool for advisors to deliver their message.
Twenty years ago, advisor Harold Evensky interviewed the late Daniel Kahneman about how to apply behavioral finance to client management.
The financial services industry is dynamic, and acquisitions require a strategic approach.
Conditions might be right for a boost in home sales that helps the builder market, including ETFs.
The politically driven loss of public trust in public health and expertise continues to take a devastating toll.
Algorithms using millions of inputs to judge costs and claims are a dream scenario for companies.
Such diversity is not just a marker of inclusivity but a catalyst for innovation, productivity and enhanced decision-making.
But only 17% are actively evaluating and expect to make changes in 2025 or 2026.
Advisors can earn the business of other advisors' clients by helping them transition into retirement.
The key to developing social relationships is identifying at least one shared interest.
These questions can serve as valuable guidelines for discussions with AI vendors and internal teams alike.
Understanding clients' attitudes toward their investing is crucial for building robust advisor-client relationships.