Clients with histories of physical and sexual abuse or neglect are often chronically disconnected from their bodies. Experiencing physical sensations or bringing awareness to specific places on their ...

The Great Wealth Transfer is on the horizon, which will mark a shift of up to $90 trillion from baby boomers to the next generations. During this time, financial advisors must be prepared to help one ...

The Great Wealth Transfer is just on the horizon, marking the shift of up to $90 trillion from one generation to the next. For financial advisors, this means being prepared to help one generation plan ...

With the upcoming election just a month away, many clients are bringing their political concerns into therapy, and at the same time, we may be feeling increasingly anxious ourselves. As mental health ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

Who can be trusted to complete your affairs when you are gone? This is the question all financial advisors should ask, but they often leave that question to an estate attorney. Danielle Miura Even ...

Life’s biggest milestones bring both excitement and new financial responsibilities. From getting married to starting a family, clients look to their trusted advisors not only for financial insights ...

Going public can be one of the biggest changes for clients who have their own business. The idea of an IPO at any given time can be overwhelming, but especially today, as hundreds of companies wait ...

For many folks these days, parental financial support doesn’t end upon adulthood. In fact, many parents of adult children continue to provide financial help well into adulthood—whether it’s paying for ...

Divorce at any stage of life can be financially stressful, regardless of one’s age, family status, or the length of the marriage. However, as many financial planners can attest, when a couple divorces ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...

Pontera is continuing its growth with yet another partnership with a large wealth management firm. The fintech company, which lets financial advisors manage assets in held-away retirement accounts, ...