- How Student Loans Became Part Of Estate Planning
New federal rules have capped borrowing and made education funding an estate planning issue.
- How Huge Litigation Verdicts Impact Wealth Management
Wealthy individuals and business owners need to confront the risk of juries going against them with big awards.
- Sowell Management Launches Estate, Tax Team For Wealthy
The new estate, tax and advanced planning team is called Advanced Planning Group.
- Gen Z Forced To Rewrite The American Dream In The 'Great Postponement'
Affordability crisis and economic stagnation mean fixer-uppers instead of new homes, side hustles and doing life out of order.
- Opportunity zone revisions give advisors a new tool for clients with big gains
Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
- When vibe coding goes wrong: The risks advisors can't ignore
As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.
- How advisors can stay visible as search shifts to AI
A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.
- Following Focus success, LPL advisors to launch Pride forum in 2027
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.
- 5 ways advisors can help clients maximize 401(k) savings
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.