Wealth Planning & Investing
- Wealth Planning & Investing
Decoding Key Provisions in the SECURE 2.0 Act for Advisors and Their Clients
How could some of the key provisions in the new SECURE 2.0 legislation impact clients' financial plans? Hint: There's more than meets the eye.
- Wealth Planning & Investing
Do You Need a CPWA Certification to Serve HNW Clients?
Learn what getting a CPWA certification involves and how this credential could help you fine-tune the skills needed to serve HNW clients.
- Wealth Planning & Investing
Reluctant to Outsource Investment Management? You Shouldn't Be
Today’s outsourcing options have become a game changer for many advisors. We break down the myths versus the reality of using this powerful strategy to elevate your business.
- Wealth Planning & Investing
Bringing the 60/40 Portfolio Back to Life
With the Fed poised to push interest rates higher, and inflation at the highest levels we've seen in decades, investors may be wondering whether the 60/40 portfolio should be abandoned for an alternative approach. Here's an argument in favor of staying the course.
- Wealth Planning & Investing
How to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.
- Wealth Planning & Investing
Elevating the Financial Security of Your Single Women Clients
Single clients have different financial planning needs than couples do—and this can be especially true for women.