Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

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

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Preparing clients in advance is even more effective. According to the authors, adverse reactions to volatility often signal a ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share ...

Learn how independent financial advisors operate.

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...

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 ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

When clients use the Advantage Account, advisors can see benefits, too. For example, with appropriate client consent, ...