ToolboxVideos Financial Planning with the Fire Drill Stress Test By Brian Leitner LinkedinTwitterFacebookEmail How can you add value for that year-five client? Brian Leitner, head of Mariner Platform Solutions, has some ideas. Related Posts:You'll Work with Clients Who Have Cognitive DeclineHow Much Are Your Services Worth?Advisor in Colorado Wildfires Steps Up for ClientsEstate Planning Easier with New AI ToolsPowered by Contextual Related Posts Share LinkedinTwitterFacebookEmail Previous articleHelp Clients Address Sequence-of-Return RiskNext articleHelp Your Clients Teach Their Grandchildren About Money Latest news Losing Streak Is Wall Street’s Longest So Far This Year Stocks suffered their longest losing streak of the year, as geopolitical turmoil rattled Wall Street and investors slashed their bets. Which Cities Have the Longest and Shortest Commutes? Taking the car is faster and more expensive than using public transit, the Coast study of 100 U.S. metro areas confirms. Former Army Financial Counselor Guilty of Defrauding Service-Member Survivors He manipulated members of at least two dozen Gold Star families into transferring $9.9 million of benefits into accounts he controlled. What’s Up with U.S. Energy Shares? U.S. energy shares have soared this year, roughly double the amount of the broader S&P 500 index. Here's why. Thera Elliott joins Raymond James Financial Services The Boca Raton-based independent advisor switches from Wells Fargo, where she managed $105M in client assets. Schwab AUM Fees Up, Profit Down Schwab had a difficult 2023, the most challenging year for the company since the internet bubble burst in 2000, according to CEO Walter Bettinger.