How to Avoid Beneficiary Designation Horror Stories
By Rob BurgessAdvisors who fail to regularly review these documents with clients may regret it in time.
April 28, 2026
Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do?This scenario is relatively common, advisors say, and there are several techniques to help these clients catch up.
April 23, 2026
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?The client curiosity is there, and the industry is increasingly taking notice.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
April 08, 2026
Why David Blanchett Avoids 529sBut the popular retirement researcher doesn't think everyone else should necessarily do so.
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 26, 2026
12 Cities With the Highest Income Needed to Live ComfortablySmartAsset research broke down the lifestyle to 50% for basic necessities, 30% for wants and 20% for saving.
March 19, 2026
12 Most Expensive U.S. Cities in 2025SmartAsset ranked the cost of living across 236 cities, based on data for housing, food, utilities and other essentials.