Featured Insight
Essential Strategies for Winning High-Net-Worth Clients
Business Insights for Independent Financial Advisors
Read up on topics ranging from practice management and marketing, to financial and estate planning, to information security, and more.
- Marketing & Practice Management
6 Social Media Best Practices for Financial Advisors
Does your financial advisory firm's social media content need an upgrade? These social media best practices can help enhance your online presence and attract the right kind of attention.
- Marketing & Practice Management
The Joys (and Issues) of Working with Family in Your Advisory Firm
Discover the dynamics, opportunities, and challenges of working with family members in independent financial advisory firms, along with strategies to work together effectively.
- Wealth Planning & Investing
Helping Your Clients Plan for the Sunset of the TCJA
What do your clients need to do to plan for the sunset of the TCJA? Understanding the key tax code provisions headed for expiration is a good place to start.
- Wealth Planning & Investing
Preserving Client Assets: How to Navigate Irrevocable Medicaid Trusts
Irrevocable Medicaid trusts can protect assets from spend-down provisions when long-term care is needed. Ask these questions to help clients decide if this strategy is right for them.
- Marketing & Practice Management
How to Make Your Firm a Best Place to Work for Women Advisors
With women poised to control more wealth than ever in the coming years, is your firm set up to support and retain women advisors? Learn key steps you can take to create a more inclusive culture at your firm.
- Wealth Planning & Investing
Is Partnering with a Virtual Support Provider Right for Your Firm?
Bringing on a virtual support provider can help firms free up capacity and grow their business. But is this the right choice for your practice? Discover how these outsourced relationships work and what you should look for.
Featured Topics
- Marketing & Practice Management
How to Make Your Firm a Best Place to Work for Women Advisors
With women poised to control more wealth than ever in the coming years, is your firm set up to support and retain women advisors? Learn key steps you can take to create a more inclusive culture at your firm.
- Wealth Planning & Investing
Is Partnering with a Virtual Support Provider Right for Your Firm?
Bringing on a virtual support provider can help firms free up capacity and grow their business. But is this the right choice for your practice? Discover how these outsourced relationships work and what you should look for.
- Marketing & Practice Management
Valuing an Advisory Practice: Fundamentals to Consider
How can you measure the ROI of your potential acquisition? Review key determinants used in valuing an advisory practice and learn why some valuation models may provide better insights when factoring in client attrition or market adjustments.
- Marketing & Practice Management
What’s the Right Website Platform for Financial Advisors?
When choosing a website provider, do you know what services you should look for? Discover how an advisor-focused platform can deliver the personalized content, strategic design, and seamless compliance integration you need.
- Wealth Planning & Investing
Should Some Clients Self-Fund for Long-Term Care?
High-net-worth individuals may be able to self-fund for long-term care, but that doesn't mean they should. Follow these five steps to help your clients make the best decision for their situation.
- Wealth Planning & Investing
Deliver More Value to Clients by Outsourcing Investment Management
Learn how outsourcing investment management can save you time, allowing you to enhance your value proposition to clients while scaling your business.
- Marketing & Practice Management
How an Equity Ownership Structure Supports Your Evolving Practice
Are you planning to bring on an associate advisor? If so, consider how adopting an equity ownership structure can help you create a sustainable, enduring firm.