In this day and age, most people visit a doctor if they are experiencing health problems, rather than diagnosing and treating the problems on their own. The same could be […]

Financial advisors working with retirees, or the soon-to-be-retired, need to come to an important realization – more and more Americans seem to be retiring abroad.   According to a recent […]

For those financial advisors serving married couples, it is important that you know how marital assets could be divvied up in the event the spouses become divorced. Most states in […]

What’s in a name? Well, for those working in the financial services industry, the title that accompanies your name can make a difference. Take, for example, the title of ‘financial […]

Many financial advisors who assist clients with estate planning know about various types of trusts. These can include charitable trusts, asset management trusts (also known as spendthrift trusts), and beneficiary […]

In the past, it was up to businesses to actively get their names out there via direct marketing efforts. In other words, businesses did the legwork to locate customers, hardly […]

Financial advisors have long espoused the importance of estate planning as a tool to help clients avoid costly, and potentially invasive, issues following death. Clients without a will, for example, […]

Financial advisors are becoming more and more marketing savvy in this digital age in which we live. And that’s not surprising – it’s not really a choice anymore. The days […]

Financial planning tends to be viewed these days as a “graying profession,” meaning there are more middle-aged and older workers than younger ones. The average age of a financial advisor […]

With the New Year now well underway, there is perhaps no better time to consider a career change. Statistics show that U.S. workers are changing jobs now more than ever […]