What to do when a client leaves

Finding the reason can help an advisor improve their practice

By Todd Humber | October 6, 2023

3 min read

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta | October 3, 2023

4 min read

Picking apart the idea of a stock-picker’s market

Evidence doesn’t support active management, so why do some advisors?

By John De Goey | October 2, 2023

3 min read

AI tools for financial advisors are already here

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

By Mark Burgess | September 28, 2023

5 min read