It’s Complicated: Exploring the Advisor-Client Relationship
Financial advisors are to a person’s financial life what physicians are to a person’s physical life. But it's much harder to argue with a physician.
GOP Tax Reform Bill Unveiled: A First Look
The bill does contain a few twists — especially with respect to popular itemized deductions and small-business taxation.
Growing Your Business Is Not Like Being in a Contest
Many owners of advisory firms get so focused on growing their business that they fail to stop and think about what they really like about it.
7 Steps to Crafting a Philanthropic Mission Your Clients Will Love
Your clients value your financial expertise, but they are likely searching for something more than tax structuring.
GOP Tax Plan Increases Need for Estate Planning Flexibility
For high-net-worth clients, the key principle today is keeping options open.
12 Pieces of Advice for Divorcing Clients and Their Children
If your client is separating from their spouse, help them keep their children from becoming casualties.
How to Think Outside the ‘Black Box’ on Succession Planning
To boost their practice valuations, advisors must focus on translating prospective improvements into reality, according to Truelytics’ Kevin Connor.
That 401(k) Tax Break Shouldn’t Be Sacred
The "use tax deductions to get Americans to save for retirement" approach doesn't seem to be doing its job.
Schwab Shows RIAs How to Stand Out
The many shades of independence can create confusion in the minds of investors, but a new ad campaign aims to resolve this.
The Right Time to Rebalance — and Give to Charity
Donating to charity can absorb the tax blow from rebalancing a taxable account, and now is a great time to do it.