Research
What Do Clients Want from Financial Advisors?
Advisors believe they know what their clients want. But research often finds a gap between client expectations and advisors’ assumptions. This can result in unsatisfied clients and client turnover.
March 01, 2022
Insights
WMCP® vs CFP® Certification
The Wealth Management Certified Professional® (WMCP®) is a designation that proves your ability to manage money and provide sound financial advice. The qualification was developed by The American…
November 09, 2021
Insights
Learn About the Fundamental Principles of Tax Planning
With anticipation growing for the Tax Planning Certified Professional™ program, now is the perfect time to familiarize yourself with the fundamental principles of tax planning. Join Jeffrey Levine…
August 09, 2024
Insights
Covered Assets and Volatility Buffer Options
Wade Pfau, professor of practice at The American College of Financial Services, and Jason Sanger, president of Wealth Building Cornerstones, discuss options for using whole life insurance policies to…
March 17, 2020
Podcasts
Shares: Securing RMDs in Retirement Planning
The SECURE Act of 2019 changed the game for retirement planning in America with a host of updates and new regulations; and more recently, its follow-up the SECURE 2.0 Act is shifting long-standing…
By
Eric Ludwig
August 26, 2024