In today’s rapidly evolving legal landscape, staying ahead of client expectations and industry trends is more critical than ever. A Client Advisory Board (CAB) offers law firms a powerful way to ...

The great wealth transfer. It’s all too often talked about but not enough is being done to plan for it. As the wealth management industry is on the cusp of a seismic shift, with around $83 trillion ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

Too frequently, the marketing communications function is seen primarily as a support system for firmwide branding or general thought leadership. But when leveraged strategically, the communications ...

This session of the Private Client West Cost Forum 2024 discussed best avenues for family offices and their advisors to consider when managing a complex post-death administration, including steps to ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

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

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning. This article aims to provide ...

Trust is always an issue for clients trying to find a financial advisor. But that can be exacerbated when the client has a disability. Processing Content Britta Koepf, the owner of Tranquil Path ...