Topic highlights

Sponsored Content

Navigating the Seismic Shifts in Financial Services

It's not just the generational wealth transfer. At least seven major shifts are under way that will affect advisors.
Sponsored Content

How to Effectively Reduce Risk in High-Net-Worth Investment Portfolios

Whether your clients' concerns are shifting market conditions or evolving risk tolerances, consider these strategies to help reduce risk and provide financial confidence.
Sponsored Content

College Planning: Help Parents Find the Best Fit

One tuition prepayment program offers almost 300 schools, from big names like Notre Dame and Princeton, to smaller schools that suit every interest.
Work Life

Build Your Business for the Long Game

Founders with a two- or three-year vision are a dime a dozen, but many of them won’t be around much longer than that.
Longevity

I’m Moving Forward and Facing the Uncertainty of Aging

The author of nearly 200 “Navigating Aging” columns reflects on what her sources have taught her as she considers her own plans..
Lifestyle

8 Ways to Get Your Clients to Broaden Their Horizons

Travel can still be practical and enjoyable as we ager, but your clients may need some more convincing to get out the door. (Bryce Sanders)
Technology

Edward Jones is Getting into Venture Capital, but Not How You Think

The broker-dealer giant is investing in tech companies with products that can benefit clients and branch teams, but it’s not opening the investments to clients.
Female Clients

What Empowering Widows Really Requires

How to guide grieving clients through this personal and financial transition with compassion and care.
Practice Management

Advisors: Inspire Clients to Live, Not Just Retire

For inspiration, see what President Jimmy Carter accomplished for nearly 45 years after leaving the White House at 56.
Estate Planning

$84 Trillion Wealth Transfer a ‘Fantasy,’ Says Famous Economist

He doubted predictions 25 years ago that boomers would get big inheritances. Today, he dismisses hype about a huge wealth transfer to their children.
Estate Planning

Why Estate Planning is Critical for Single or Childless People

Without a basic plan, the government will step in. The assets of single or childless decedents may be divided in ways they may not have wanted.
Practice Management

3 Questions That Improve Client Development and Retention

Learning to ask better — and bolder — questions helped me during my four-decade advisory career. (By Lewis J. Walker)

Latest News

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SEC: Vanguard to Pay Over $100M for Misleading Statements

The company failed to disclose the risk some target date retirement fund investors faced when others transferred investments to an institutional fund.

Wells Fargo Advisors and Merrill Lynch to Pay $60M to Settle SEC Charges

The Securities and Exchange Commission charged the firms with compliance failures relating to cash sweep programs.

Which City was the Hottest for Rentals in 2024?

An annual RentCafe report looks at rental activity and interactions on the website. 

FMLA Leave Rights May Extend to Siblings, Appeals Court Rules

The case was brought by a worker who was fired when she was took off from work to care for her terminally ill sister.

Most Americans Expect the Economy to Improve in 2025

Inflation continues to pose a financial challenge for many, an Allianz Life study finds.

Looking to Serve Veterans? See Where They’re Working Today

The U.S. Census Bureau finds infantry and combat veterans end up with lower-paying jobs, while two kinds of specialists get paid the most. 

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