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Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.
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Plan Offers Stability for Anxious Families Planning for College Expenses

Private College 529 Plan provides advisor clients with a price-lock guarantee and a choice of nearly 300 schools.
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Maximizing Tax Benefits By Bunching Charitable Contributions

Help clients use both the standard deduction and itemized deductions.
College Planning

Ivy League Dreams Are an Unhealthy Distraction for Many Families

A college-application advisor faults the fascination with prestige universities and says less-well-known schools are a better fit for most students.
College Planning

At 85, New Graduate Is Still Learning and Persevering

After a full, rewarding career, he retired and went on to pursue a degree at Rutgers, the university he dropped out of 60 years earlier.
Practice Management

Summer Reading for the ‘Exceptionally Ambitious’

In his new book, "The Stoic Capitalist," financier and philanthropist Robert Rosenkranz shares advice for advisors and much more.
College Planning

An Opportunity to Join the College Planning Market

This business and mission could be a good fit for an advisor looking to extend their reach and serve more clients.
Insurance

As Insurers Issue Denials, Some Patients Run Out of Options

New federal rules won’t prevent insurers from denying payment for recommended treatment, and they apply only to some types of insurance.
Estate Planning

Jeffrey Epstein Invested With Peter Thiel, and His Estate Is Reaping Millions

A lawyer for some of Epstein's victims says prosecutor made a mistake by failing to take a key action.
Technology

Coming Soon: AI Will Change Our Workflows Big Time

Advisors have begun to embrace AI but this is only a prelude to the much bigger transformation that lies ahead.
College Planning

Trump Administration Upends Student-Loan Repayments

Complaints about income-driven repayment plans have mounted since Feb. 1. Many who want to repay loans have been left in limbo.
Money

Ballooning National Debt May Kill Private Investment: Apollo

“This is not healthy,” says Apollo's chief economist. “Half of credit issued in the economy should not be going to the government.”

Latest News

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Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

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