by
Stephen L. Carter
A majority of Supreme Court justices seems open to taxing unrealized gains. But a wealth tax would face hurdles.
by
Allison Schrager
Instead of promising to make income from gratuities tax-free, the former president should vow to abolish tips altogether.
by
Bill McManus
Advisors who educate clients on health, both physical and cognitive, can build deep, quality relationships that go beyond the numbers.
by
Eric Thomes
To choose an appropriate annuity for a client's retirement portfolio, you need to have a thorough understanding of the client's life circumstances and goals.
by
Paul R. Samuelson
Advisors are confronting everyday situations among clients and prospects that heighten the case for a unified managed household approach.
by
Bryce Sanders
Here are 15 ways to show clients what you bring to the table in the advisory relationship.
by
Salvatore M. Capizzi
Without adequate planning, food, shelter and inflation can deplete retirement assets--here's how advisors can prepare for this scenario.
by
Jim Carroll, Andrew Mescon
Here are three benefits to choosing private placement life insurance as an investment vehicle.
by
Casey Bates
Financial wellness programs can become major growth engines for independent advisors.
by
Bryce Sanders
Here are some ways advisors can tactfully raise their professional visibility while volunteering in their community.
by
Joshua Belfiore
The latest client portal technology is helping financial planners create better client collaboration.
by
Neil Turner
Now is the time for advisors to talk to their clients about the uncomfortable realities of tomorrow.
by
John J. Bowen Jr.
Transforming into a visionary leader is an opportunity for unparalleled personal and professional growth.
by
Domarina Oshana
A focus on transparency is what powers trust and fosters strong relationships.
by
John J. Bowen Jr.
Dave Elder of Merit Financial Advisors is using AI to meaningfully improve his business processes.
by
Manish Dave
Survey data shows advisors have a lot of work to do on their retirement succession planning.
by
Paul Lofties, Catherine McBreen
A deep client discovery process that goes beyond just the numbers is essential to becoming a preeminent advisor to the affluent.
by
Jack Sharry
The UMH is not yet a reality, but the industry's brightest minds are on it.
by
Corey Fiedler
The key to delivering value is to place the advisor-client relationship at the center of the equation.
