Preparing your clients for the Great Wealth Transfer Financial professionals can bring tremendous value to clients and beneficiaries by helping them prepare for an efficient transfer of wealth to the next generation. Client outcomes January 23, 2024 practice managementretirement incomeretirement planningtaxes
The financial professional’s tech guide: software and tools for client success As client expectations evolve, utilizing financial planning tools can be essential for staying competitive and delivering the highest level of service. Business Growth December 28, 2023
Advising through the silver splitter phenomenon: a guide to gray divorce Gray divorce is on the rise—but how will it affect your clients? Client outcomes December 21, 2023 retirement incomeretirement planning
Decoding the growth-vs-value performance split Growth stocks have outperformed in 2023 thanks to large-cap tech stocks gains, but the trend isn’t the same for small-cap stocks. Capital Market Impact December 13, 2023 investing strategiesmarket commentarystock market
The Calm Before the October Storm Equity markets were little changed in a quiet week, continuing the sideways zig-zag pattern in which the S&P 500® Index has been since June Capital Market Impact September 18, 2023 economic growthinflationinterest ratesmarket commentary
Helping self-employed and gig-worker clients save for retirement There are many options for your self-employed clients when it comes to saving for retirement. Client outcomes August 11, 2023 retirement incomeretirement planning
When a client has a large expense, consider securities-backed lending When a client faces a large expense — whether a sudden need or a long-planned purchase — there are several funding options that they’re likely to consider. Clients might not be aware, however, of securities-backed lending (SBL). Client outcomes June 27, 2023 consumer spendinghabitsinvesting strategies
How Financial Professionals can Help Clients Save for College: UGMA Accounts Like 529 plans and Coverdell Education Savings Accounts, UGMA accounts are yet another way your clients can save for their child’s college education. Client outcomes May 8, 2023 client relationships
Tips to Help Clients Build Financial Security Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation. Client outcomes March 7, 2023 client relationshipsinvesting strategies