Displaying 407 results
For songwriters, it’s about pitch-perfect planning
Tennessee-based advisor David Adams unpacks financial complexities and quirks for clients in the music business – and beyond.
Special needs clients require special care
‘The succession plan for clients is the most important because the assets need to survive for the child.’
With an ocean of resources, investors are surfing their way to confidence
Schwab survey shows optimism cutting across generations as investment advice, education, and tools become more available.
More than half of widowed women staggered by financial woes
New national poll of bereaved women reveals a “tremendous financial burden,” particularly for those who weren’t prepared.
As clock ticks on succession boom, a third of business owners don’t have a plan
Edward Jones survey casts a spotlight on challenges, generation gaps, and catalytic factors in business succession planning.
Canadian fintech Conquest boosts AI-powered financial planning platform
The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
Financial independence tops millennials’ must-reach milestones, says CFP Board
While many Gen Y members believe they’ll succeed at their life goals, a vast majority see roadblocks from expenses, debt, and lack of savings.
Advisors name the most overlooked financial issues during divorce proceedings
Clients going through a divorce rely heavily on their financial advisors at a time when their emotions are at their most heightened.
The Externship adds bonus experience hours from CFP Board
The virtual training program’s enhanced credit, starting in summer 2024, helps lower a key barrier for aspiring CFP certificants.
Is a college diploma still worth it? Americans are split
Survey reveals mixed views on college education, with just a fifth of adults willing to take on debt for a four-year degree.
Why aren’t 529 savings plans more popular?
Edward Jones research highlights gaps in adoption and awareness even as three-fifths of Americans feel they’re falling short on education savings.
How wide is the generation gap at family businesses?
New report shows current and next-generation leaders split on succession planning, risks, and ownership retention.
‘Assets are a tool to bring clients joy’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.
Why multi-generational planning can be a double-edged sword
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Kirk Klein, Koss Olinger.
Is planning for age 95 longevity overkill?
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
‘Health is the new wealth’
Edward Jones advisor explains why collaboration drives client success and the need to adapt to the biggest concern among retirees – poor health.
Bridging the wealth gap: The power of financial education
By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.
How much are parents willing to cover for their kids’ college?
Northwestern Mutual poll reveals their expectations around splitting education costs, as well as Americans’ broader financial preparedness.
Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
