Practice

Estate Planning

Boomers and millennials have different ideas about inheritance

Parents intend to leave a much greater inheritance than their children expect, survey says

By Staff |November 7, 2023

1 min read

Your Business

How to ask for referrals

Many advisors aren't equipped to ask for referrals properly

By Melissa Shin |November 7, 2023

3 min read

Technology

What’s new in fintech?

Firms look to make financial advice more efficient and client-focused

By Maddie Johnson |October 26, 2023

3 min read

Planning and Advice

How our five brains affect financial advice

Understanding how decisions are made can make us better advisors

By Sam Sivarajan |October 23, 2023

3 min read

Planning and Advice

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

Estate Planning

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

Your Business

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

Technology

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

Planning and Advice

Why aren’t more advisors incorporating home equity into retirement plans?

New research looks at what's preventing advisors from recommending home equity release schemes

By Mark Burgess |September 27, 2023

2 min read

Your Business

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

By Melissa Shin |September 25, 2023

3 min read

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