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News, insights and expert analysis on business from the team at Kiplinger.
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How Financial Advisers Can Best Serve Next-Gen InvestorsMillennial and Gen Z investors consume financial information differently from older clients, but they still need trusted advisers to cut through online noise.
By Genevieve Hayman, PhD
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How to Turn Wealthy Clients' Charity Into a Cohesive PlanHNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.
By Gillian Howell
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Kiplinger Business Costs Outlook: Energy Uncertainty RemainsEconomic Forecasts More certainty on tariffs, but less on energy costs.
By David Payne
Economic Forecasts -
The Q2 Tax Moves Every Business Owner Should Be Making NowDon't wait until Q4 to talk to your tax adviser or CPA. Business owners and the self-employed should be using April's tax return to shape the rest of the year.
By Rachel Richards, CPA
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Why Advisory Firms Should Improve Their Curb Appeal Long Before a SaleAdvisory firm owners often start investing in their business when a potential buyer or partner comes knocking. Why not gain the advantage by improving it now?
By Edward S. Karan, CFA®, CFP®
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How Client Segmentation Can Help Your Advisory Boost ProfitabilityClient segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine for organic growth.
By Alison Considine
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Kiplinger Inflation Outlook: Stabilizing, But HigherEconomic Forecasts Headline inflation of 4.2% in May is likely to be the peak, but not much easing can be expected.
By David Payne
Economic Forecasts -
What's Next for Apple with a New CEOAfter CEO Tim Cook's dream run, his successor has a tough, megasize act to follow.
By David Milstead
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Why High-Net-Worth Individuals Are Securing Golden VisasGolden Visas can help protect wealth, family and business operations by establishing a reliable backup residency and, often, a path to dual citizenship.
By Jonathan Ralph
