Featured Insight
Valiant Women of Commonwealth: For Alex Levi, Authenticity Matters
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.
- The Retirement Plan Advisor
PEPs Vs. Bundled Solutions: What to Know as a Retirement Plan Advisor
PEPs offer unrelated businesses a pooling option for retirement plans, but is the solution too rigid? Learn why bundled solutions may be more flexible option for plan sponsor clients.
- Wealth Planning & Investing
Family Matters: LGBTQ+ Estate Planning
From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.
- Wealth Planning & Investing
Talking to Clients About ESG Investing
Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.
Featured Topics
- The Fee-Only Advisor
Going Fee-Only? Strategies for Handling Legacy Commission Accounts
Making the move to fee-only means saying goodbye your legacy commission accounts. Explore options for keeping your relationships after you walk away from the revenue.
- Market & Economic Perspectives
Banks Back on the Road to Recovery
As we begin to put the COVID crisis in the rearview mirror, could a new dawn be breaking for banks?
- Market & Economic Perspectives
Is Inflation As Scary As It Seems?
Is inflation as scary as it seems? Let's dig into the numbers to find out.
- Cybersecurity & Enterprise Risk
Reducing the Risk When Working with Third-Party Vendors
When working with third-party vendors, knowledge isn’t just power—it’s also protection.
- Wealth Planning & Investing
Guiding Women Through Financial Change After a Divorce
Women often take a harder financial hit after divorce and ending a marriage post-pandemic is even more likely to interrupt a woman’s financial path.
- Marketing & Practice Management
Valiant Women of Commonwealth: Marilyn Wood on Growing a Business
If you want to grow your advisory business, which should come first—business expansion or business growth? Learn how advisor Marilyn Wood, managing partner of Winslow, Wood & Associates, tackled this dilemma.
- Wealth Planning & Investing
Why Social Media-Fueled Investing Is a Call for Financial Literacy
Social platforms are driving herds of new investors to participate in the market, but the focus on hype over fundamentals points to the need to improve education to help ensure long-term financial wellness.
