Expert Views

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Sponsor Insights: Giving Back: A Guide to HNW Charitable Planning

by Commonwealth Financial Network

To help you approach these conversations, and help your clients be strategic in their philanthropy efforts, we've created a guide to HNW charitable planning.

Common Misconceptions About Annuities

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Here are some common investor misconceptions that may be turning your clients away from annuities.

Why The Investment Problem Is Easier To Solve Than The Investor Problem

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Advisors can use behavioral finance to help clients capture higher returns on their investments.

Low Taxes And High Spending Are A Rich Country Anomaly

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The potential role of tax revenue in closing federal budget deficits deserves more attention.

How The ‘See And Be Seen' Restaurant Helps You Get Business

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Becoming a regular at the “see and be seen” restaurant is a stepping stone to becoming part of the HNW community.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

Tech In 2024: Artificial Intelligence Isn't Done Transforming Yet

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A number of questions have emerged about how AI will affect financial services.

Picking The Right Advisor Tech For Your Clients

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Your clients' ages and wealth will impact the type of technology you use

Constitutional Or Not, Wealth Taxes Are Bad Economics

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A Supreme Court case about unrealized capital gains has implications for Biden's proposed tax on the very wealthy.

10 Traits Common To Successful Future RIAs

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Successful advisory firms will have to do these 10 things to thrive.

Targeted Cancer Drugs Finally Live Up To The Hype

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The science around designing and testing smart-bomb chemotherapy has coalesced.

10 Reasons Advisors Need To Keep Asking For The Order

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Let us look at 10 reasons why you should ask for the order, even if you think you will get a rejection.

Three Estate Planning To-Dos For Before Year's End

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Advisors need to be aware of deadlines that have use-it-or-lose-it consequences.

Life And Money: Seven Lessons For 2024

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As we enter a new year filled with opportunities, let us commit to serving our clients with diligence, honesty and clarity.

The Legacy Of Henry Kissinger

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Kissinger built a legacy that Americans would be wise to heed in this new era of great-power politics and global disarray.

Sponsored Content: Austin Collins--Turning Goals Into Reality

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Austin Collins of Integrated Wealth Advisors designed a business that enables him to bring amazing value to his clients.

How The Unexpected Poses The Biggest Cybersecurity Risks

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Cybercriminals can identify and exploit unexpected weaknesses in a company's cybersecurity.

The Next-Gen Lessons Behind Giving Tuesday

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The Giving Tuesday marketing blitz can be used to capture the attention of the next generation.

Build Better Client Relationships Through Philanthropy

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Advisors who deliver complete wealth and philanthropic solutions will find more high-net-worth clients.

How To Attract, Not Chase, Clients

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Most successful financial advisors built their businesses by attracting clients, not chasing them.

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