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The Season for 529 Gifting

With gifting on everyone’s mind, now is a great time to discuss 529 plans with clients. Plus a new federal law provides a major incentive for grandparents.

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.

Uncertainty and the Cost of Waiting

Uncertainty may continue leading to a wait-and-see investment strategy.

Retirement Planning with the Proceeds of a Business Sale

Help your business-owner client map a strategy that provides income and security in retirement.

Estate Planning Questions Every Advisor Should Be Asking

Here are just a few of the questions that every advisor should be asking their clients about estate planning.

What Financial Advisors Should Know: Fixed Annuities and Consumer Literacy

This study shows that consumers are looking for a way to address outliving their retirement assets. Here is what they wish advisors would tell them.

How Total Wealth Advisors Differentiate with Estate Planning and Insurance

They deepen relationships and retain assets across generations. Here's how you can do it.
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Help Clients Understand Tax Deferral

This client-friendly video explains the benefits of tax deferral, and describes the differences between a tax-deferred investment and one that is taxed each year. Sponsored...

Longevity Conversations: Why Start Now?

What does “life longevity” mean for your clients? Read more.

Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.

Latest News

Advisors Dabbling in DC Market Seek Greater Support: Cerulli

Providing them with tools, education and guidance would help them grow their retirement-plan businesses, says Cerulli Associates.

Executives Traveling on Corporate Jets Face IRS Scrutiny

Do you have executive clients who might be using a corporate jet for personal use? Tell them the IRS has announced a crackdown.

U.S. Solo Renters Age 50+ Way Up

The number living alone rose by more than half a million, but there’s been a growing trend of older people living with roommates.

SEC Settles Charges Against Former Advisor

The former advisor, Andrew Komarow, was known in the industry for working with special needs families and neurodivergent clients.

SEC Fines TIAA Unit $2.2M for Violating Reg BI

The SEC said a TIAA broker-dealer charged some retail customers too much to invest in mutual-fund choices in an IRA.

Even Millionaires Flunk Retirement 101: Study

The American College of Financial Services plans to use its new research to help advisors improve client conversations.

Congressmen Want SALT Cap Doubled — Temporarily

The cap on state and local tax deductions (SALT) would be doubled — at least temporarily — if a group of Congressmen get their way.