Thomas White International of Chicago, investment adviser to the Thomas White Funds Family, announced the opening of the new Thomas White American Growth Fund. The fund is designed to seek long-term returns, with lower volatility compared to comparable funds, by investing in equities of broadly diversified U.S. companies. The fund is no-load and requires a minimum initial investment of $2,500.
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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28 -
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28 -
Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
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From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
August 27 -
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
August 27 -
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
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