Cheryl Canzanella, right, lost her husband, Colin Goodell, left, to an accidental opioid overdose in 2017. "It touches every demographic and income level, and many of the families we serve," said ...

For many clients, creating an estate plan is an important milestone—a moment that brings relief, a sense of responsibility fulfilled and the comfort of knowing loved ones will be taken care of. But ...

Financial advisors spend a lot of their time with clients looking ahead—sometimes zeroing in on how to fund a retirement that is decades away. But new challenges can emerge without warning. One such ...

When markets move, so do clients. That's why wealth managers better take extra measures to retain them during these volatile ...

To attract new clients who've never used a travel advisor, advisors should leverage social events, client referrals, and ...

Some older clients don’t want to retire to the Sunbelt. In fact, they’d prefer not to move at all, thank you very much. Though staying put may sound easier than relocating, many advisors say that ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

Every generation demands something different of financial advisors. Next-gen investors are often defined by their relationship to technology, which provides both challenges and opportunities for ...

Philanthropy is making national headlines, with billionaires such as Laura and John Arnold pledging to give away startling percentages of their wealth, so generous that they’ve fallen off a list of ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken ...