Considering that the average age of a financial advisor is 56, the topics of succession planning, practice valuation and exit strategies are hot button issues in our industry today. Here at The Advisor Center, we have seen just how difficult this...
There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS
Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?
Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions
These six steps can help older clients who stop working for others and start working for themselves.
There’s no reason to fear
Retained death benefits allow a senior to sell a life insurance policy for immediate cash but also keep a portion of the death benefit for loved ones