Category: Forex

5 Signs It May Be Time to Break Away from the Wirehouse

Overseeing Client Assets Held Away: Getting the Bigger Picture

Forex

It’s Time to Talk Differently About Charitable Planning with HNW Clients

Market Expert Dec 13, 2025

Learn how to approach charitable giving conversations with HNW investors, so you can help them be strategic in their philanthropic efforts.

Forex

Should Some Clients Self-Fund for Long-Term Care?

Market Expert Dec 13, 2025

High-net-worth individuals may be able to self-fund for long-term care, but that doesn't mean they should. Follow these five steps to help your clients make the best decision for their situation.

Forex

Deliver More Value to Clients by Outsourcing Investment Management

Market Expert Dec 13, 2025

Learn how outsourcing investment management can save you time, allowing you to enhance your value proposition to clients while scaling your business.

Forex

How an Equity Ownership Structure Supports Your Evolving Practice

Market Expert Dec 13, 2025

Are you planning to bring on an associate advisor? If so, consider how adopting an equity ownership structure can help you create a sustainable, enduring firm.

Forex

Valuing an Advisory Practice: Fundamentals to Consider

Market Expert Dec 13, 2025

How can you measure the ROI of your potential acquisition? Review key determinants used in valuing an advisory practice and learn why some valuation models may provide better insights when factoring in client attrition or market adjustments.

Forex

What’s the Right Website Platform for Financial Advisors?

Market Expert Dec 13, 2025

When choosing a website provider, do you know what services you should look for? Discover how an advisor-focused platform can deliver the personalized content, strategic design, and seamless compliance integration you need.

Forex

How to Make Your Firm a Best Place to Work for Women Advisors

Market Expert Dec 13, 2025

With women poised to control more wealth than ever in the coming years, is your firm set up to support and retain women advisors? Learn key steps you can take to create a more inclusive culture at your firm.

Forex

Preserving Client Assets: How to Navigate Irrevocable Medicaid Trusts

Market Expert Dec 13, 2025

Irrevocable Medicaid trusts can protect assets from spend-down provisions when long-term care is needed. Ask these questions to help clients decide if this strategy is right for them.

Forex

The Joys (and Issues) of Working with Family in Your Advisory Firm

Market Expert Dec 13, 2025

Discover the dynamics, opportunities, and challenges of working with family members in independent financial advisory firms, along with strategies to work together effectively.

Helping Your Clients Plan for the Sunset of the TCJA

Forex

Essential Strategies for Winning High-Net-Worth Clients

Market Expert Dec 13, 2025

How do you go about securing high-net-worth clients? How much wealth they hold influences what they value from an advisor, so you'll need strategies to win this valuable demographic.

Forex

6 Social Media Best Practices for Financial Advisors

Market Expert Dec 13, 2025

Does your financial advisory firm's social media content need an upgrade? These social media best practices can help enhance your online presence and attract the right kind of attention.

3 Strategies for Reducing Risk in Portfolios

Forex

How to Choose the Best Firm Partner for Your Advisory Business

Market Expert Dec 13, 2025

Choosing the best firm partner for your advisory business means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit. Here's how.

Navigating the Regulatory Landscape for Investment Advisers

Forex

Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

Market Expert Dec 13, 2025

Traditional 401(k) workplace retirement plans can provide a natural segue to new wealth management clients. Learn more about the convergence of wealth and retirement and how you can use it to open doors to providing a broader scope of financial solutions.