Saturday, October 23, 2021


Failing: Advisors’ Approach to College Planning

A paradigm shift is needed for paying for college, says this advisor. (By Beth V. Walker)

Advisor Finds Financial Planning is Like Martial Arts

As a life-long martial artist, he has learned that mindset translates well to financial planning. (By DJ Hunt)

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

From Health to Family to Career Advice, this RIA Offers It

The Colony Group's platform of third-party experts goes far beyond what most RIAs offer clients. Here's how and why they do it.

Wait, What’s the Definition of ‘Child?’

Legislators in Washington are looking to redefine the word “child” to make more people eligible for advance child tax credits. (By John Gehri)

Hearing Underserved Clients

Advisors who don’t improve their communication skillset with women and people of color can negatively impact their businesses. (By Monique Castillo)

Maintaining A Career, But Working Less, Is the New Goal

Clients are no longer trying to escape work by retiring. They want financial independence — and a second act, says this advisor. (By Lauren Gadkowski Lindsay)

You Are Never Too Old to Go Club Hopping

Pop into the high-tier frequent-flyer lounges at the world’s major airports, says this coach to advisors of HNW clients. (By Bryce Sanders)

Strategies for Lowering Retirement-Account RMDs

Starting in 2022, the IRS is making changes that will lower RMDs. You may be able to do even more to reduce them for clients. (By Scott Stratton)

Do Your Clients Have an Aging Plan?

Advisors can lead the way to mitigate the overwhelming circumstances more clients will face from life-changing health crises. (By Annalee Kruger)

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.