Practice

Opinion: This is how we bring more young people into the financial advice profession Opinion: This is how we bring more young people into the financial advice profession

Planning and Advice

Opinion: This is how we bring more young people into the financial advice profession

Stop telling them intermediaries have a future; show them the impact a real advisor can have

By Mitchell Shields |May 1, 2026

4 min read

4 new learnings on the intergenerational wealth transfer 4 new learnings on the intergenerational wealth transfer

Research

4 new learnings on the intergenerational wealth transfer

Advisors play an important facilitator role with clients and their families

By Mike Banham |April 29, 2026

3 min read

Nothing to fear, but fear itself Nothing to fear, but fear itself

Planning and Advice

Nothing to fear, but fear itself

Financial advisors matter most when the going gets tough

By Jeff Thorsteinson |April 29, 2026

5 min read

Having a family member take over a practice is an emotional rollercoaster Having a family member take over a practice is an emotional rollercoaster

Your Business

Having a family member take over a practice is an emotional rollercoaster

Advisors say it takes time to determine a successor, draw clear boundaries

By Jonathan Got |April 27, 2026

4 min read