For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?
January 24
Practice Management Resource Center
The most up-to-date practice management news, trends and resources for advisors
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The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.January 7
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With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.January 2
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Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.December 30
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This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.December 27
Retirement marketing program managerCommonwealth Financial Network
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There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.December 12
President and founderEmpyrion Wealth Management
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Do planners offer enough value to keep tech companies and automated advice at bay?December 1
Director of PlanningLife Planning Partners
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I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.November 25
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Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.November 21
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The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”November 20
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As this firm founder took stock, he realized his needs had changed over time.November 19
Founder and plannerRetirement Matters
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Technology can speed up the planning process, but advisors still need to smartly allocate human resources.November 19
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The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.November 15
More often than not, wirehouses were on the losing side of these moves.
December 30
After considerable changes in 2019, how will the firm navigate fee compression and answer renewed questions over whether it competes with RIAs for clients?
To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.
December 17