2+ day, 22+ hour ago   (581+ words) Most American families have never sat down to discuss life insurance and the assumptions filling that silence are quietly undermining the financial strategies advisors work hard to build. That is the central finding of Lincoln Financial's Consumer Sentiment Tracker, based…...

1+ week, 3+ day ago   (443+ words) A Colorado Springs-based registered investment advisor has extended its national footprint into the Pacific Northwest, acquiring a Portland, Oregon wealth management practice with roughly $224 million in client assets as part of a succession-driven transaction that reflects the accelerating pace of…...

1+ week, 5+ day ago   (956+ words) Groucho Marx reportedly quipped: “While money can’t buy happiness, it certainly lets you choose your own form of misery.” Sounds like he could have been talking about financial advisors, particularly those in the later stages of careers in their late…...

2+ week, 3+ day ago   (326+ words) A large share of the Great Wealth Transfer is tied up in businesses, says Paul Casey, head of Citizens Wealth Management. He argues that piece of the intergenerational shift needs more attention from advisors. “If you think about the great…...

2+ week, 3+ day ago   (639+ words) Tax and estate planning — not market volatility — is the area where advisors most often fall short for clients, according to Andree Mohr, president of Integrated Partners, who says that the RIA has the tools to solve this problem. Integrated Partners,…...

3+ week, 2+ day ago   (522+ words) The Treasury Department and the Internal Revenue Service have released proposed regulations spelling out exactly which mutual funds and exchange-traded funds qualify as eligible investments for Trump Accounts, the tax-deferred savings vehicles created for American children under the Working Families…...

3+ week, 3+ day ago   (616+ words) Having children typically adds costs to the household budget, so it might seem surprising that parents appear more confident about their financial future than those without kids. But a new study reveals that while only 54% of Americans without children said…...

4+ week, 2+ day ago   (704+ words) As clients live longer, financial advisors are increasingly being called on to help navigate challenges that extend beyond investment portfolios. That will be the focus of Carolyn McClanahan’s featured conversation at the upcoming Women Advisor Summit on Nov. 5, where the…...

4+ week, 2+ day ago   (687+ words) The conversation around private markets has shifted. What once centered on whether to add an allocation has evolved into something far more rigorous; a debate about portfolio design, client suitability, and the deliberate trade-offs that come with illiquidity. Brian Griggs,…...