Issue Content
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It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.November 5
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At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.December 28
Editor-in-ChiefFinancial Planning
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Should it be custodians? Or the clients themselves? Bob Veres picks a side.November 26
ColumnistFinancial Planning
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In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.November 20
CEOCEG Worldwide
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With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.November 19
President and founderEmpyrion Wealth Management
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In a perfect world, a negotiated peace will make winners of all parties, including clients.November 28
CEOSavant Capital Management
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Commonwealth Financial Network is helping advisors convert to full RIA status and, in the opinion of advisors and executives, shedding its traditional label.November 12
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FINRA has warned of phony calls and emails from impersonators.November 12
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Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.November 5
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Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.November 28
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Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.November 5
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Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?November 20
Investment advisor, partnerArcher Investment Management
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Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?November 19
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When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.December 3
President and founderCJM Wealth Management
