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When Navigating Windfalls Is a Rocky Road

Advisors say taking it slow, educating clients and developing a strategy can ease the impact of client anxiety and exuberance..

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)

How to Help Protect the Veterans Who Protected Us

The VA disability benefits system is tough enough to navigate, but veterans are also vulnerable to pitches for unneeded services and products.

When Clients Consider Leaving a Charitable Legacy

Whether it’s including family members in the philanthropic mission or setting up a charitable plan for a business, advisors can assist. (By Ken Nopar)

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.

Motivating Women Advisors to Stay

More women are entering the industry, but retaining them remains a challenge, says CAPTRUST’s Advisor of the Year.

Single Women’s Unique Planning Needs

Though often more tuned into their finances than married women, their concerns about the future loom large.

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)

Overcoming Common Struggles Facing Advisors

To unlock success, FA firms must put people — not processes — first, says this behavioral expert and industry veteran.

Family Offices Could Face Hefty Fines

Failing to comply with new reporting rules under the Corporate Transparency Act could cost $500 per day.

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FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule

Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.

Two Advisory Teams Join Cresset Capital Management in San Francisco

The teams previously managed approximately $5 billion in assets at J.P. Morgan, and before that at First Republic Bank.

Wells Fargo Bond Saleswoman Sues Over ‘Unapologetically Sexist’ Workplace

She said she was told that her mostly male group thought of her as a mere "second income" for her husband.

Mortgage Rates Too Good to Give Up

On a scale not seen in decades, people are paralyzed in homes they may wish to leave. Economists quantify the drastic results for housing.

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