The Great Wealth Transfer is on the horizon, which will mark a shift of up to $90 trillion from baby boomers to the next generations. During this time, financial advisors must be prepared to help one ...

The Great Wealth Transfer is just on the horizon, marking the shift of up to $90 trillion from one generation to the next. For financial advisors, this means being prepared to help one generation plan ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

Retirement is often seen as a time of relaxation, freedom and enjoyment after years of hard work. However, it is also a phase where the financial landscape can change dramatically. While many people ...

An interview with Trevor Greenway, Co-Founder and CEO of interVal Business owners are often the most desirable clients of financial advisors and their firms. Helping advisors attract, retain and ...

Who can be trusted to complete your affairs when you are gone? This is the question all financial advisors should ask, but they often leave that question to an estate attorney. Danielle Miura Even ...

Pontera is continuing its growth with yet another partnership with a large wealth management firm. The fintech company, which lets financial advisors manage assets in held-away retirement accounts, ...

SECURE 2.0 has changed some of the rules surrounding taking required minimum distributions, or RMDs, from retirement accounts, leaving clients in need of a strategy to help them manage those RMDs and ...

For many folks these days, parental financial support doesn’t end upon adulthood. In fact, many parents of adult children continue to provide financial help well into adulthood—whether it’s paying for ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...

In this Spotlight on Community Banks article, we spoke with Craig Kauffman, President and Chief Executive Officer of PeoplesBank. Mr. Kauffman discusses the banks mission driven approach to building ...

Clients with histories of physical and sexual abuse or neglect are often chronically disconnected from their bodies. Experiencing physical sensations or bringing awareness to specific places on their ...