SBI Holdings Denies Filing Crypto ETFs, Says Products Still in Planning Stage

Japanese financial services conglomerate SBI Holdings denied media reports that the company had filed for crypto-related…

Shifting Focus from Estate Planning to Lifetime Value

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market…

Wyden probes IRS failure to investigate Jeffrey Epstein’s tax planning

Sen. Ron Wyden, D-Oregon, the top Democrat on the Senate Finance Committee, has written a letter…

Estate planning strategies and tools for financial advisors

Enjoy complimentary access to top ideas and insights — selected by our editors. Financial advisors and…

Tax planning for parents under OBBBA

The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent…

Unlocking Estate Planning Potential with Carried Interest

The passage of recent tax legislation has brought welcome clarity to estate planners and private investors…

Long-term process, not product, key to retirement planning

In September 2007 I made the career shift from airline pilot to financial planner. The transition…

Student loan cap poses planning problems for advisors

Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to a…

Estate Planning Strategies Amid Tax Policy Uncertainty

One of the most striking things about the One Big Beautiful Bill Act is that so…

Financial Advisors Face Succession Planning Challenges as Retirement Looms

Advisors often—and repeatedly—cite the benefits of long-term planning with their clients, a hallmark of any financial…

Motley Fool Wealth Hires Financial Planning Head, AlphaCore Adds CIO

Motley Fool’s Wealth Unit Brings on Financial Planning Head Motley Fool Wealth Management, an affiliate of…

What Can Shakespeare Teach Us About Estate Planning?

Jay E. Harker is a lawyer and senior trust company manager with extensive knowledge about trusts and…

SEIA Hires Financial Planning Lead from Fidelity

Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles,…

Real estate tax planning strategies with pitfalls

The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…

Major Tax Changes for Estate Planning

On July 4, 2025, President Donald Trump signed into law the nearly 900-page One Big Beautiful Bill,…

Trump’s tax bill offers planning opportunities for clients

Tax clients are already starting to ask their accountants about the many changes in the massive…

Psychedelic-assisted therapy and financial planning

Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some people…

Impact of House NCAA settlement on financial planning

Financial advisors’ business case for working with college athletes picked up a multibillion-dollar infusion last month…

Estate Planning Strategies Post-One Big Beautiful Bill Act

The One Big Beautiful Bill Act (OBBBA) is now law. While media attention has focused on…

Impact on Planning Strategies for Wealth Managers

On July 4, 2024, President Trump signed a new tax law, Section 70106 of H.R. 1,…

How advisors can reduce estate planning conflicts in 4 steps

Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack of…

A Hidden Challenge in Retirement Planning

Based on my limited experience, anecdotal evidence and the emphasis on investments in the advisory business,…