Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

How Emily Rassam, Partner and Senior Financial Planner of Archer Investment Management, talks to her clients about ...

Wealth advisers know that clients with high net worth typically look to them for guidance on charitable giving. That’s why these professionals often start conversations about philanthropy — especially ...

Money is a sensitive topic for many, so event professionals must navigate the delicate balancing act of discussing a client’s budget with poise and respect. Doing so is the key to developing strong ...

Getting clients to understand the wealth management industry in simple terms can be daunting and complicated. While advisors may want to come across as a "know-it-all’ by using industry jargon, this ...

Among life’s most frustrating and persistent truths is this: You don’t know what you don’t know. This truth is particularly applicable to therapists, whose job is to help heal the world, one client at ...

The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Trust is an obvious component of a successful relationship between an advisor and a client. But there are some areas of the relationship where advisors may be jeopardizing that trust, and without even ...

Have you been hearing more from clients about private-market investing? You’ve likely heard the buzz about the increasing accessibility of private markets to retail investors. The boom in the private ...