Cheryl Canzanella, right, lost her husband, Colin Goodell, left, to an accidental opioid overdose in 2017. When Cheryl Canzanella says "opioid addiction doesn't discriminate," she is speaking from ...

Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

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 ...

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

Industry veteran and respected licensed health insurance producer joins one of the nation's largest FMOs to scale an ...

If most financial advisors were honest, few would say they got into the business out of a passion for retirement planning. It’s usually an interest in investing, an eye for the markets and for ...

Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

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 ...

The pros and cons for each approach.