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
The Life and Legacy of Al Granum
Many people know Al Granum, CLU® as the creator of a simple system which greatly increased the productivity of insurance agents. But Granum was also tirelessly committed to elevating the professionalism of the industry. Learn more.
March 21, 2023
Insights
Estate Planning Issues
Jeff Levine, CPA/PFS, CFP®, director of advisor education at Kitces.com joins Sophia Duffy JD, CPA, for a discussion on what families without a taxable estate should consider.
March 17, 2020
Podcasts
Longevity Risk in Retirement
With most people living longer, how can you ensure you don’t run out of money in your retirement years? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU…
By
Michael Finke,
David Blanchett
October 18, 2023
Insights
QBI Deduction: How Advisors Can Take Advantage of QBI
Can financial advisors benefit from the 20% qualified business income (QBI) deduction from the Tax Cuts and Jobs Act of 2017? Michael Finke, PhD., CFP®, WMCP® Program Director at The American College…
October 08, 2019