68% of clients would switch advisors for one who offers estate planning
Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than ...
Friday, July 10, 2026
Tag: Clients
Tax credit adds planning strategy for charitable clients
Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...
What to know about millennials, who are nothing like your current clients
As the great wealth transfer is set to pass a historic $124 trillion in assets by 2048 to younger investors, ...
How advisors can help clients navigate medical debt and plan for emergencies
As the health care system becomes an increasingly complicated landscape, wealth managers said negotiating medical expenses, building a plan for ...
How to use AI in tax planning for clients
Highlights AI streamlines tax planning by analyzing data and identifying opportunities for advisors to evaluate. Tax professionals remain essential as ...
Edward Jones invests in Quicken to modernize and attract younger clients
Edward Jones has announced an investment in personal finance platform Quicken as part of an initiative it hopes will give ...
How to win clients’ held-away assets without being pushy
Sometimes clients hold assets away from their primary wealth managers because they don't feel enough trust to place all their ...
Clients don’t care about basis points–here is what they come for
Firms take great pains to stand out yet too many advisors risk sounding the same. According to two former advisors-turned-industry-coaches, ...
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl 193
Helping clients become more financially successful is a multi-faceted process, but much of it ultimately comes down to implementation. The ...
How to raise fees without losing clients
Raising fees while maintaining a loyal client base can be a tricky but necessary exercise for wealth advisors. But advisors ...
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