While advisors strive to grow their business, an unfortunate consequence of that growth is the very clients who helped make the firm successful could be the ones costing it money, warned advisor ...

72% of advisors cite the retention of assets of clients who have passed away as an area of great concern for their business. 1 Amid the biggest wealth transfer in world history, advisors are working ...

Advisors with clients who are 70 1/2 years old or more have a unique opportunity to help them support charitable causes and increase their retirement income, plus enjoy tax benefits with the legacy ...

How can we simplify the way we work with our real estate investing clients so we are setting them up with the right plans, educating them and providing them hope for the future? What can you do now to ...

• Connect with younger generations—and potential future clients—through family meetings and other types of outreach. Many of your affluent clients and prospects are thinking more and more about legacy ...

GREENWICH, Conn.--(BUSINESS WIRE)--Smith Legacy Law LLC is pleased to announce its launch as a national firm catering to the sophisticated legal needs of private-wealth clients at all stages of life.