Columnists

Higher Bond Yields Offers Client Touchpoint

The return of higher yields, Round 2, presents an opportunity to review clients’ asset allocation and risk tolerance.

Should Boomers Gift Their Home to Their Kids?

Parents may think they’re doing them a big favor, but everyone may lose if it’s not thought through carefully. (By Jim CIprich)

5 Language Mistakes Advisors Should Avoid

These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)

Advising Women in Transition

These five principles and five action points can help you put female clients in transition on the best path for the rest of their lives. (By Kimberly Foss)

Dealing with Dementia Beyond Financial Concerns

More clients are voicing fears of dementia — as a patient or caregiver — so I’m asking more questions. (By Karen Caplan Altfest)

A Taboo Topic Advisors Need to Talk About

Clients’ financial plans may fail if you’re unaware of the caregiving responsibilities they shoulder for older family members.

Parents of ‘Boomerang’ Children Need Guidance

An adult child’s return to the parental home can be stressful for everyone, but an advisor can facilitate success and normalcy. (By Bryce Sanders)

Should 80-Year-Old LGBTQ+ Clients Wed?

Marriage can be a big benefit from a financial-planning perspective, and client couples need to hear why. (By Laura J. LaTourette)

Probate is a Four-Letter Word

People seem to fear probate more than death, Teaching clients the basics can reduce their anxiety and poor outcomes. (By Seth Bier)

Help Clients Break Bad Retirement Habits

The story of a retiree who can’t seem to slow down illustrates how advisors can ease clients into a more rewarding post-career lifestyle. (By Dave Buck)

Latest News

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Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, there is a best day of the week to book your flight, study confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

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