Advisor Blog

The Advisor Advocate^®

The blog offers economic insights and inspired, informed guidance for your clients and advice for building your practice. It’s your resource for timely, relevant expertise on the topics that matter most to financial professionals and their clients.

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Business Growth

December 8, 2022 2

Extraordinary Conversation: Attracting diverse talent to your firm

In this Extraordinary Conversation, leaders from two FARE member firms are joined by an HBCU student & a...

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Capital Market Impact

December 7, 2022 2

Market volatility shouldn’t derail retirement goals

Near-retirees need financial plans built to withstand market swings just before retirement.

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Client outcomes

December 8, 2022 2

Turning the tables to make sense of long-term care planning

Help your clients overcome common hurdles and obstacles when it comes to Long-term Care planning.

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Economic Commentary

December 6, 2022 1

Podcast: Job and wage growth stronger than expected

Economists Bryan Jordan and Ben Ayers discuss the recent jobs report and what it tells us about the...

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Client outcomes

December 6, 2022 4

Be a source of strength for clients in times of uncertainty

Objective guidance from a financial professional can help anxious clients keep a long-term perspective.

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Practice Management

December 3, 2022 5

Wellbeing throughout the Holidays: A letter to my 5-year-old son Zeke

When dealing with the financial world, it can be easy to feel worn out after the end of...

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Client outcomes

December 1, 2022 4

Best practices for managing cash on the sidelines to mitigate inflation

Understand the impact that inflation can have on your clients’ financial plans.

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Economic Commentary

November 30, 2022 1

Continued growth even as clouds build over the outlook for 2023

After a rebound during the third quarter, the economy showed continued growth in October, fed by the strong...

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Business Growth

November 29, 2022 8

How financial advisors should approach succession planning

Succession planning is much more than just the act of selling your practice; there are many items to...

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Client outcomes

November 23, 2022 6

Two Key Retirement Benefits Farmers Might Miss

Farmers need the help of financial professionals when it comes to retirement income planning.

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Economic Commentary

November 21, 2022 2

Consumer resiliency shines through: Weekly Economic Review & Outlook

Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

Popular Articles

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Economic Commentary

September 14, 2021 2

How Has the Pandemic Impacted Inflation

Inflation fears have cropped up again as the costs of many goods and services have spiked this year.

Happy cute lady at home write notes on a diary while drink a cup of tea and rest and relax taking a break. autumn colors and people enjoying home lifestyle writing messages or lists. Blonde curly beautiful lady sit down in the house

Practice Management

December 3, 2022 2

Wellbeing throughout the Holidays: A letter to my 5-year-old son Zeke

When dealing with the financial world, it can be easy to feel worn out after the end of...

Businessman talking to colleague or client during appointment in cafe

Client outcomes

December 6, 2022 2

Be a source of strength for clients in times of uncertainty

Objective guidance from a financial professional can help anxious clients keep a long-term perspective.

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Client outcomes

September 13, 2021 2

Plan sponsors and participants are primed for in-plan lifetime income options

Growing interest in lifetime income solutions opens new opportunities for retirement plan advisors and consultants.

Client outcomes

January 12, 2022 2

Women seek retirement confidence after COVID setbacks

Financial professionals can help their women clients find opportunities to build their retirement confidence.

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Economic Commentary

March 15, 2022 2

How does inflation affect the stock market and potential strategies to take with your clients

Be prepared for the potential effects of inflation on the stock market.

Client outcomes

August 24, 2022 2

5 Simple Tips for a Retirement Income Plan

Help your clients feel better about their retirement plan with these 5 simple tips to get prepared for...

Client outcomes

August 24, 2022 2

Inflation increases financial stress for many families

Worries about inflation and a potential recession are top of mind for American families. Read more insights from...

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Client outcomes

November 12, 2021 2

RMD tables to change in 2022 – less will have to be taken by owners and beneficiaries

RMD tables will change in 2022. The current tables will still be used to calculate 2021 required minimum...

Practice Management

February 8, 2022 2

11 tips on working from home: Find your balance in our new normal

It is important to find what works well for you as we navigate this new normal in our...

Client outcomes

July 20, 2022 2

Clients rethink Social Security plans amid uncertain environment

View insights from our 2022 Social Security survey and resources to help build your client relationships.

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