Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.» Read More
Savvy financial advisory firms can become more successful by hiring and retaining the next generation of planners.
Financial advisors are doubling as lifestyle transition specialists to help long-lived clients maximize wealth and happiness in retirement.
While most donations stem from a desire to do good, there's no denying that tax deductions are big incentives, say advisors.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
Invest new earnings in high-risk, high-growth stocks, but regular reallocation of existing savings to a mix of asset classes makes sense.
Investors need to ask advisors about their succession plan and how it impacts them in the event of unforeseen circumstances.
Parents of special needs kids should draft trusts and select caregivers and beneficiaries carefully, with expert help.
Financial advisors have shifted to fee-based relationships but, without successors, risk seeing their businesses dissolve when they retire.
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Whether bestowing assets now or leaving them to heirs, trusts with well-planned terms ensure money isn't lost or wasted by beneficiaries.
Technology will have a major impact on advisor firms as they look to leverage solutions to provide better experiences for clients.
Potential mistakes threatening successful retirements are many and fall into psychological and financial categories, say financial advisors.
Military families need to be extra smart when it comes to financial planning, such as securing benefits long before departing the service.
The "golden years" could be pretty rocky for one in four Americans, and roughly a third of young "Millennials", if they don't sock away some cash.
With many boomers facing retirement-saving shortfalls, the time to sell beloved collectibles may be right now, while the markets are hot.
Between student-loan debt and coming of age during the financial crisis, millennials have a big problem with their retirement planning.
Government statistics project 70 percent of Americans over age 65 will eventually need long-term care, but most people aren't prepared.
Robo-advisor firms are positioning themselves to cater to underserved investors who do not meet traditional wealth-management minimums.
The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.
Age-based investing has become an efficient concept to sell investments, but it's also full of myths that fall short of meeting true investor needs.
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Advisors focused on Gen X and Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthy Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.