Providing low-cost tax return preparation to generate financial planning prospects is just one of a variety of successful strategies. So reports Financial Planning. Read more...

In the next five years, private wealth is estimated to grow from approximately $14 trillion to $22 trillion. During that period, furthermore, women are expected to control two-thirds of private wealth. Yet female advisors are drastically underrepresented in the financial planning industry. Read more...

Many advisors may cringe when conversations suffer from akward silence, but such moments can lead to more productive conversations. So reports the Journal of Financial Planning. Read more...

While blissful couples pledge to stay married until death, the reality is that approximately 50% of marriages in
the U.S. end in divorce. If you throw into the mix the occasional premature death of a spouse, then it becomes clear that a substantial portion of advisors’ married clients are likely to become single.