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News
One year of the OBBBA: How advisors are replanning around its biggest provisions
1+ mon, 3+ week ago (289+ words) For advisors, 2026 is the first full year all of these provisions are in effect simultaneously — and the planning implications are still being digested. Three advisors describe the provisions that have changed their client conversations most, which ones remain underused, and…...
How financial advisors can guide widowed clients through grief
2+ mon, 2+ week ago (742+ words) When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client's…...