by
Bill Dudley
This time around, the market has it right. The federal funds rate will probably stay a lot higher than what officials are projecting.
by
Allison Schrager
The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.
by
Alex Tanzi
The highest effective property tax rates in 2023 were Illinois, New Jersey, Connecticut, New York and Nebraska.
by
John Bowen Jr.
Advisor Terry Cook focuses on helping owners of family-owned businesses unlock the true potential of the wealth they've created.
by
Eric Rasmussen
The broker-dealer industry is making hay as interest rates remain elevated. Demographic trends are a double-edged sword.
by
Philip Palaveev
Staff turnover has an insidiously harmful effect on advisory firms.
by
Susan Theder
You might be intimidated by the idea of hosting a webinar, but it's an effective way
to reach an audience.
by
Mitch Anthony
Clients understand by your cues if you're not really interested in them.
by
Evan Simonoff
Laura Carstensen's new book is a must-read for financial advisors.
by
Jeffrey D. Haskell
These charitable giving vehicles allow clients to earn tax savings on appreciated assets.
by
Jennifer Lea Reed
All marriages end, and advisors need special skills for guiding newly single clients.
by
Tracey Longo
People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.
by
Jennifer Lea Reed
Advisors who ask clients this question could transform their practices.
by
Edward Hayes
Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.
by
Evan Simonoff
Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.
by
Tracey Longo
Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.
by
Jeff Stimpson
Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
by
Evan Simonoff
The advisory business at this moment in time is in the midst of structural and generational change.