Courtney Hoff Dockerty

Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors.

Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.

Financial advisors are under pressure to provide guidance on more than just money while trying to maintain client relationships.

Understanding new retirement regulations and utilizing technology will help your firm grow.

More emphasis on tax planning services and an upgraded approach to recruiting and retaining top young talent are key for wealth managers looking to drive growth.

Changes under SECURE 2.0 that will impact contributions and retirement plan "leakage" when investors cash out instead of rolling over their 401(k)s are two of the issues advisors can help with.

Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.

Avoiding common mistakes when filing returns for wealthy clients and exploring Roth IRA conversions are among the key considerations for advisors and accountants this tax season.

With billions of dollars on the table, both buyers and sellers want deals to close quickly and transitions for clients to be implemented smoothly. But success is not always guaranteed.

Investment scams are as old as investments themselves, and it doesn't get any easier to avoid falling prey to them. But advisors can help.