Clients with histories of physical and sexual abuse or neglect are often chronically disconnected from their bodies. Experiencing physical sensations or bringing awareness to specific places on their ...

The Great Wealth Transfer is on the horizon, which will mark a shift of up to $90 trillion from baby boomers to the next generations. During this time, financial advisors must be prepared to help one ...

With the upcoming election just a month away, many clients are bringing their political concerns into therapy, and at the same time, we may be feeling increasingly anxious ourselves. As mental health ...

In bull markets, conversations about risk tend to take a backseat. When portfolios are climbing, it’s easy for clients to assume everything is fine. But recent volatility reminds us that risk ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

With client relationships that may span decades and generations, CPA financial planners are in a unique position to assist clients with not only creating and implementing their estate plans but also ...

Who can be trusted to complete your affairs when you are gone? This is the question all financial advisors should ask, but they often leave that question to an estate attorney. Danielle Miura Even ...

Uncertainty in the markets is nothing new – but that doesn’t make it any less unsettling for clients. Whether driven by inflation, economic downturns, geopolitical events or changes in policy, ...

Pontera is continuing its growth with yet another partnership with a large wealth management firm. The fintech company, which lets financial advisors manage assets in held-away retirement accounts, ...

Divorce at any stage of life can be financially stressful, regardless of one’s age, family status, or the length of the marriage. However, as many financial planners can attest, when a couple divorces ...

Here are some tactics that work well for us: Send a brief video tutorial (with the tax organizer) before tax season. Use ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...