The future of real estate professionals belongs to those who deliver long-term value. Let’s be real: the real estate industry is changing. The days of surviving on transactions alone are gone. Today’s ...

As the market dips yet again following another fitful rally, reality has been setting in for most Americans: We’re in a recession—and the gilded age of credit-fueled lifestyles and profits is over.

Andres Garcia-Amaya, CEO & Founder of Zoe, a wealth platform with the mission to help grow and protect wealth for RIAs and individuals. Artificial intelligence (AI) is poised to play a transformative ...

Like many professions, financial advisory is undergoing profound transformation. A 35-year-old financial advisor today—looking ahead to another 30 years—will need to evolve into a fundamentally ...

Every few years, the industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirty-somethings and a promise ...

Nobody likes paying taxes, and clients will be especially grateful for your proactive advice on how they can avoid shelling out any more than what’s legally required. Here are three steps you can take ...

Every few years, the financial advice industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirtysomethings ...

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According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may experience a range of emotions surrounding this change, which could make it ...