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Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.

Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.

The rollout of New York's pied-à-terre tax can proceed for now after an appeals court temporarily put a hold on a Staten Island judge's order blocking the plan.

With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.

Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.

A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.

Crystal Darling serves as Senior Director of Retail Tech Services at ReSource Pro, bringing more than 28 years of comprehensive insurance industry expertise. Her career spans key roles across insurance agencies, carriers, and insurtech companies, providing her with a unique, 360-degree perspective on the industry's challenges and opportunities. 

 At ReSource Pro, Crystal partners with clients to unlock new growth opportunities and enhance operational efficiency through strategic technology solutions. Her hands-on approach and commitment to client success make her an invaluable resource for organizations looking to modernize their operations and achieve sustainable competitive advantages.