Ed Slott: Year-End Tax Planning Dos and Don'ts
By Melanie WaddellTake advantage of historically low tax rates to reduce your clients' IRA balances, the IRA and tax expert says.
December 09, 2025
Jamie Hopkins on Raising Revenue and Writing Retirement BooksTwo years on from his Carson Group departure, the wealth expert says he's flourishing personally and professionally.
December 09, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 08, 2025
Trump Tax Bill Was Overhyped; Stimulus Is Coming: ValliereTrump got inflation "totally wrong" and will take action to boost the economy before the midterms, the strategist predicts.
December 02, 2025
Answers on Alts in 401(k)s, New Fiduciary Rule on Deck in 2026Imminent guidance on Trump accounts is also expected, says former retirement official Mark Iwry.
December 01, 2025
The 'Natural Next Step' to Better Social Security Claiming DecisionsLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.
November 21, 2025
Top Advisors Once Shunned Edward Jones. Now They Come Knocking.The firm has made major changes to lure million-dollar producers, recruiter Jason Henderson says.
November 13, 2025
Why Advisory Firms Are Chasing 'The Same Person'With headcounts not expanding, successful advisors have options to grow their books, recruiter David Testerman maintains.