Wealth Think

Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.

In an analysis stretching back to 1926 of 75 different retirement scenarios, Craig Israelsen compares five different retirement portfolio withdrawal strategies, from a fixed annual amount to the 4% rule and RMD withdrawals.

Advisors must develop frameworks to help clients maintain financial discipline amid political turbulence. Here are three filters to use as conversation starters.

Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients.

The transition challenges were great, writes Kimberly Foss; the ultimate rewards for her and her clients, even greater.

When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.

Amid the great wealth transfer, having a flexible tech stack that attracts young, next-gen clients is a must.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

In a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.