Saturday, October 23, 2021


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)

Trusts Can’t Protect All Inheritances

Trusts don’t teach lessons that are required to maintain and honor wealth, says our columnist. (By Deborah Danger)

Stopping New Retirees From Making Bad Decisions

New retirees may face major lifestyle changes and difficult family dynamics, triggering poor decision-making that requires intervention.

Affluent Clients Benefit From Lifestyle Buckets

Here’s how to help your clients set them up and make spending decisions. (By Amanda Lott)

Retirees Turn Their Twilight Years into New Beginnings

For many, a hybrid approach offers the perfect balance between work and play. (By Chris Jennings)

Charity-Minded Clients May Not Know Their Alma Mater Needs Them

With enrollment and endowments shrinking, colleges need money today, says this CFP and college trustee.

Investment, Insurance Advice Not Enough, Say AdviceTech panelists

Consumers want holistic advice that helps them solve major life issues.

Peace Corps and ExxonMobil Prepared This 72-Year-Old CFP

After 30-plus years in corporate HR, wealth management was an easy transition, he says.

Northwestern Mutual Gifts $1 Million for Financial Planning

Northwestern Mutual is gifting $1 million to the CFP Board Center for Financial Planning to help develop more financial planners.

Retirement Goals Threatened By $150,000 In Student Loans

Advisor puts clients on better footing as loan forgiveness remains uncertain. (By Beth Walker)

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.