President Donald Trump on Thursday signed an executive order directing regulators to clear the path for…
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Escalent: Some affluent investors don’t have estate plan
Many affluent young investors still lack basic estate plans, new research shows. That’s a gap that…
How businesses get big tax savings in OBBBA
Financial advisors and tax professionals with clients who own businesses of any size can help them…
Fidelity: Retiree health care costs on the rise
Health care costs for retirees just keep rising. A 65-year-old retiring in 2025 can expect to…
How to thrive as a financial advisor with ADHD
When Aubrey Williams, a financial advisor at Open Path Financial in Goleta, California, watched his kids…
Increasingly popular buffered ETFs offer downside protection
As a new round of U.S. tariffs send markets tumbling, could a once-overlooked ETF hedge offer…
Tax planning for parents under OBBBA
The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent…
Stifel recruiting hits 10 year high in second quarter
After a slow start to the year, Stifel reported a record second quarter for its wealth…
How advisors can protect clients from pig butchering scams
What starts with a casual text message might end in financial ruin. Pig butchering, a type…
Avoiding capital gains taxes with highly appreciated stocks
For families locked into highly appreciated stock that could bring a big tax hit from the…
Gray divorce rise presents retirement challenges for advisors
Divorce later in life doesn’t just split assets — it can shatter retirement plans. As so-called…
SmartAsset calculates financial advisor’s value
Financial advisors seeking a quick way to show prospective clients how their services pay for themselves…
Study explores financial stress triggers
A traditional “siloed” approach to financial planning fails to guide clients through the stress and trauma…
How advisors can work with disabled clients
Trust is always an issue for clients trying to find a financial advisor. But that can…
Student loan cap poses planning problems for advisors
Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to a…
Americans fear Medicare’s future. How should financial plans adapt?
Americans are increasingly pessimistic about the future of Medicare, but few are prepared to take on…
The Next Step: Auditing a young lawyer’s retirement plan
Retirement planning can feel overwhelming, but what if taking just one step could improve your outlook?…
Citi: Net new investment assets drop in second quarter
Citi‘s wealth division reported a steep drop in net new investment assets in the second quarter…
Federal retirements hit new highs as advisors brace for more
A sharp rise in federal retirements, coupled with an expected wave of more government layoffs, is…
Real estate tax planning strategies with pitfalls
The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…