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The Benefits of Tax Planning and Wealth Management Under the Same Roof

Jul 31, 2023

There’s a natural partnership between financial advisors and CPAs.

Should Your Clients Consolidate Their Student Loans? What to Know Before Payments Resume

Jul 24, 2023

Lumping loans into a single obligation can ease the sting of repayments, but there are pitfalls

Estate Planning for Orthodox Jewish Families

Jul 19, 2023

This demographic views charitable giving as a top priority.

Client Niche: Everyone’s Talking, No One Is Listening

Jul 18, 2023

As Jerry Maguire wrote, deeper relationships with fewer clients is the future.

Take the Time to Adopt Your Client’s Perspective

Jul 14, 2023

Advisors must think like their clients and to do so, they need to know what they are experiencing.

The Future of the Client Experience

Jul 14, 2023

Personalization and a digital client experience are, or at least should be, a major focus for firms and advisors looking to gain a competitive edge now and well into the future.

Focused on the Future: Peggy Haslach on How Financial Advisors Can Best Serve the LGBTQ+ Community

Jul 12, 2023

The Finity Group's Peggy Haslach discusses how to best serve LGBTQ+ clients and team members.

Transgender Name Changes and the Evolving Nature of State Law

Jul 05, 2023

Attorneys with clients who are transitioning need to keep apprised of current laws.