12 Best States to Raise a Family: 2025
By Michael S. FischerWalletHub ranked the states on health and safety, affordability and family fun.
January 08, 2025
11 Steps to Take When You Hear 'I Already Have an Advisor'You can cultivate these prospects while remaining respectful of their existing advice relationships.
January 06, 2025
8 Funds That Are Cutting Expense Ratios: MorningstarThree funds are from Fidelity, which has kept performance fees despite their losing favor in the investing world.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
January 03, 2025
These 9 States Cut Income Tax Rates for 2025The lower rates became effective Jan. 1, according to the Tax Foundation.
January 02, 2025
Bob Doll’s 10 Predictions for 2025After an impressive run in 2023 and 2024, can markets keep the party going?
January 02, 2025
10 Places for a Cheap, Comfortable Retirement AbroadRetirees can live well in many of these regions for less than $2,000 a month, International Living reports.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.