October 2019


Breaking down various fee scenarios


But be wary of your own power

How technology and genetics will impact financial planning

Tax News

A Tax Court case shows the difference for taxation

New considerations for incorporated small business owners

Tips for serving clients of all ages

Estate Planning

If your business-owner client uses these trusts, special planning is required

The pros and cons of two (or more) people managing an estate

Market Insights

Breaking down various fee scenarios

Why advisors should use their intuition

Planning considerations for clients with foreign ties

The recreational market didn’t stabilize the sector’s notoriously volatile stocks. Here’s what investors need to know about Cannabis 2.0.


Money and relationship stress

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

Sticky advice may have a lot to do with demographic similarities


Utilizing life insurance is just one option