Financial Planning

The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures.

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

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Discovering your Greatest Tool

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A New Framework for Fee-Based Annuities with David Lau

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Bogart Wealth Uses Education to Develop a New Generation of Advisors

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Tax Planning

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The Most Confusing Inherited IRA Questions, Answered
The Most Confusing Inherited IRA Questions, Answered
Biden Signs Anti-Shutdown Bill With Some Medicare Funding Provisions
Biden Signs Anti-Shutdown Bill With Some Medicare Funding Provisions
New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'
New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'
7 Ways to Help Business-Owner Clients at Year-End
7 Ways to Help Business-Owner Clients at Year-End

Trusts & Estates

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The Most Confusing Inherited IRA Questions, Answered
The Most Confusing Inherited IRA Questions, Answered
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service
6 Ways to Talk About Estate Planning Over the Holidays
6 Ways to Talk About Estate Planning Over the Holidays
Corient Acquires $8B RIA in Maine
Corient Acquires $8B RIA in Maine

College Planning

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Top 16 College Majors for the Future
Top 16 College Majors for the Future
UConn’s Endowment Abandons Hedge Funds for New Kind of ETF
UConn’s Endowment Abandons Hedge Funds for New Kind of ETF
How Americans Define Financial Success
How Americans Define Financial Success
How Debt Is Inhibiting Americans’ Retirement Saving: Study
How Debt Is Inhibiting Americans’ Retirement Saving: Study

Charitable Giving

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When Disaster Strikes, Raymond James Gets to (Volunteer) Work
When Disaster Strikes, Raymond James Gets to (Volunteer) Work
Year-End RMDs and the QCD Workaround Strategy
Year-End RMDs and the QCD Workaround Strategy
7 Tips for More Impactful Giving via Donor-Advised Funds
7 Tips for More Impactful Giving via Donor-Advised Funds
12 Most Generous U.S. States
12 Most Generous U.S. States

UHNW Client Services

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7 Trends in Art Investing by the Wealthy
7 Trends in Art Investing by the Wealthy
Draft Bill Attacks Wealthy Families' Private Placement Life Policies
Draft Bill Attacks Wealthy Families' Private Placement Life Policies
Aaron Schaben to Leave Carson Group
Aaron Schaben to Leave Carson Group
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?

Behavioral Finance

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Americans Plan to Focus on Financial Stability in 2025
Americans Plan to Focus on Financial Stability in 2025
How Americans Define Financial Success
How Americans Define Financial Success
3 Ways to Give Better Advice by Understanding Behavior
3 Ways to Give Better Advice by Understanding Behavior
Meet the 2024 Luminaries Winners
Meet the 2024 Luminaries Winners