This Worrying Trend in Philanthropy Could Hurt Advisors, Too
By John ManganaroIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 07, 2023
Warn Clients They Can Lose the Ability to Buy Life InsuranceHowever, USAA Life's president recommends compassion for late applicants.
August 03, 2023
When a Prospect Says, 'I Have No Money'Some people have more resources than they think they do.
July 28, 2023
Give Small-Business Owners More Than 'the Number'Business owners need financial guidance throughout the business life cycle, not just when they are looking to sell.
July 27, 2023
Retirement Plan and Wealth Manager Silos Are Fading Fast: Jamie Hopkins"It's been a huge shift, and we believe there is ... much opportunity ... if you have the right approach," says the Carson Group executive.
July 20, 2023
4 Reasons Public Speaking Is Still the Future of ProspectingGiving a seminar about annuities is tricky these days. So, talk about something else.
July 14, 2023
These Secure 2.0 Provisions Provide the Most Value to Your ClientsThe Secure acts and state legislation could lead to $7 trillion in new retirement assets by 2028, experts say.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.