Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
New digital tools have boosted advisors' ability to reach more — but not all — clients.
Financial advisors, broker-dealers, custodians and other firms are trying to do their part amid a public health and economic crisis.
Now is not the time to disconnect from supportive networks of other advisors.
My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.
As soon as the program was announced, I not only advised my small business clients to apply; I also tried to figure out how to take advantage of it myself.
I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.
Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.