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How to Calm Election-Year Jitters

Don’t let politics — even in a presidential election year — influence long-term decisions, say financial advisors.

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)

A Way to Beat High Mortgage Rates? Take Over Someone Else’s Loan.

Assumable mortgages are like a time machine to the lower rates of the past, but potential home buyers face significant hurdles before they are approved.

Retaining Employees Will Get Harder

Here’s how U.S. employers need to prepare for the ban on non-compete agreements coming this fall. (By Jen Goldman)

Sabbaticals for Financial Advisors: Do’s and Don’t’s

Taking a break from an advisory practice is a big decision. Here’s what I learned about making the most of a sabbatical. (By Dominique Henderson)

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.

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)

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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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