Between now and 2048, older households are projected to transfer $123.7 trillion to heirs, representing a huge opportunity for the advisory, investment and retirement industries as strategies and ...

Why advisors who treat intergenerational planning as ongoing will be the ones who endure The “great wealth transfer” is often described as a once-in-a-generation moment for advisors. In my experience, ...

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.

With over 27 years of experience, Scott Collins helps Sarasota families build purposeful plans for today and tomorrow.

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Learn the importance of data gathering in financial planning, types of data required, & methods for data collection. Enhance your financial planning skills.

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

It means listening deeply, creating space for clients to feel heard and staying aware of both clients' and your own emotions.

Jeff Coyle is the CEO of fintech platform Libretto. Financial planning software is a crowded field dominated by familiar names like eMoney, MoneyGuidePro and RightCapital. But earlier this year, a ...