3+ day, 23+ hour ago   (699+ words) The best model depends on what you want from your business, career and future. Something interesting is happening in wealth management: Independence has become so successful that, in some circles, it’s starting to feel less like an option and more…...

3+ day, 23+ hour ago   (634+ words) Advisors who ask women about their values help clients close the gap between purpose and implementation. Financial advisors often default to a prescriptive mode: Do this, don’t do that. Just sign here. It goes with the role. Clients have their…...

4+ day, 2+ hour ago   (432+ words) Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next. By every external measure, top advisors…...

6+ day, 1+ hour ago   (58+ words) Wealth Management Trusts & Estates: September 2026 Digital Edition Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors Unlock All Access Premium Subscription THE RUNDOWN: Tax Law Update, Washington Update and Practical Practice Solutions FEATURES: Estate Planning & Taxation, Fiduciary Professions and…...

1+ week, 2+ day ago   (31+ words) Helping Clients Align Wealth With Goals, Legacy and Life Transitions Wealth Management Sights, sounds and insights from industry events and more. Helping Clients Align Wealth With Goals, Legacy and Life Transitions...

3+ week, 3+ day ago   (92+ words) The technique allows wealthier clients to obtain a favorable basis adjustment Member, Trusts and Estates Practice Group, Brach Eichler LLC Joy Matak is a Member in Brach Eichler LLC's Trusts and Estates Practice Group. Partner, Shenkman Tietz Martin M. Shenkman, CPA,…...

2+ week, 6+ day ago   (271+ words) Can RPAs, wealth advisors and providers adapt? While the convergence of wealth and retirement at the workplace and eventually all benefits is reshaping the DC industry, the growth of retirement plans by these smaller businesses, many employing hourly workers, will…...

2+ week, 6+ day ago   (394+ words) The hybrid RIA's Scout program uses Claude AI to identify advisors nearing retirement for recruiting. AmeriFlex's CEO expects it to help draw more than 100 advisors in 24 months. The AmeriFlex Group, a Las Vegas-based hybrid RIA with more than $13 billion in…...

3+ week, 2+ day ago   (44+ words) Overlooked transfer, custody and sale risks. Chair, Olshan Frome Wolosky LLP Stephen L. Ferszt is Chair of the Employee Benefits Practice at Olshan Frome Wolosky LLP. Associate Attorney, Olshan Frome Wolosky LLP Aime E. Salazar is an Associate Attorney at Olshan Frome…...

3+ week, 3+ day ago   (160+ words) Policymakers are wrestling with how retirees will have enough to live on 10 years from now Ten years from now, will retirees in the United States have enough to live on? That’s a question policymakers are wrestling with and one that’s…...