Columnists

Named An Executor? What You Need to Know

 If you or your clients are named executor of an estate, understand what’s required to protect from liability. (By Assunta McLane)

Higher Bond Yields Offers Client Touchpoint

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

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)

Latest News

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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