AI Will Wipe Out 80% of Financial Planning Business, Advisor Predicts
By Jane Wollman RusoffMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 07, 2025
How Do You Get Clients to Care About the Future?A Prudential planner has tips for making a distant retirement year come into focus.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 31, 2024
How to Save Life InsuranceNew York Life executive Todd Taylor says marketers must take a two-track approach to reaching younger consumers.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.