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.
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.
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.
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.
Helping Clients Cope with the Pandemic’s Impact on Women’s Finances
Women have been hard hit by COVID-19’s economic challenges. Addressing these priorities could help stem the damage and protect your women clients’ financial security.
Time for a Checkup: The Financial Plan Audit
Have tax and regulatory changes affected your clients’ financial plans? Uncover the risks—and the opportunities—with our financial plan audit.
