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How to Make the Most of Shore Excursions

In general, this is not the place to pinch pennies if you want to really explore a new destination. (By Bryce Sanders)

Does Your Client Rely Too Much on Online Travel Reviews?

Here are examples of questionable reviewer gripes, and how to advise your client around them so they can enjoy their vacations. (By Bryce Sanders)

The Advisors HNW Clients Often Overlook

In this age of online DIY, your client may not realize the many ways a travel agent’s personalized service adds value. (By Bryce Sanders)

10 Cost-Cutting Tips Clients Are Unlikely to Notice

From canceling your luncheon club membership to taking on a college intern, there are plenty of stealthy ways to reduce expenses.  (By Bryce Sanders)

How to Get Clients to Look Closer at Their Finances

They can’t assume they’ll have enough money to retire if they don’t keep an eye on their investments. (By Bryce Sanders)

Latest news

Even Grave Errors at Rehab Hospitals Go Unpenalized and Undisclosed

The Trump administration has not determined whether it will continue the effort to rate rehab facilities, according to a CMS spokesperson.

Booming Startups Offer Opportunities for Advisors in These Two States

New business owners need financial professionals with a full range of services, say advisors already eyeing opportunities here.

One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

Finalists Named for Awards Honoring Advisors Who Make a Difference

Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.

CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect

Martin Seay’s studies include how consumers seek and use financial advice.