3 top tax questions clients are asking this filing season
The 2026 tax filing season is giving financial advisors an early look at how taxpayers are navigating the first year ...
Tuesday, March 31, 2026
Tag: Clients
Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor's job easier by ...
How advisors can better serve neurodivergent clients
Financial advisors are trained to deliver expertise in planning and investments. Rarely are they trained to deal with differences in ...
Older, wealthier clients are wary of AI. Here’s how to build trust
Clients who are older and more affluent are significantly more skeptical about their advisors' use of artificial intelligence than younger ...
Family offices can shield HNW clients from cybercrime
Cybercrime attacks on high net worth individuals have been on the rise, enabled by the increasing sophistication of cybertheives. Processing ...
How advisors should guide clients who become unexpected caregivers
Financial advisors are used to life emergencies forcing revisions to a financial plan, but sometimes the situations can be especially ...
6 common S corporation election mistakes your clients should avoid
If you have business clients considering changing their LLCs or C corporations from their entity's default tax treatment to S ...
Financial advisors are failing child-free clients. Here’s how to fix it
When the phrase the "American Dream" was coined in the 1930s it represented the promise of endless opportunity and the ...
Social Security Claiming Strategies for High-Net-Worth Clients
Conventional retirement planning often treats delaying Social Security until age 70 as a default best practice, citing the value of ...
Lyra Energy inks deal with commercial clients for 255MW solar project
Lyra Energy, a South Africa-based joint venture renewable energy platform owned equally by Scatec and partners Standard Bank and Stanlib ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.