Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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Couples Say This One Thing Justifies Divorce (and It's Not Infidelity)
An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.
By Tony Drake, CFP®, Investment Advisor Representative
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How Football and Annuities Can Defend Against Risk in Retirement
Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Why a Trump Account Might Fit the Financial Strategy for Your Newborn
From July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.
By Martin Schamis, CFP®
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4 Retirement Risks Business Owners Often Overlook
Retirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
By David Lukas, Investment Adviser Representative
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Old Annuities Carry Untapped Potential for You and Your Clients: Here's Why
Annuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.
By Jake Klima
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From ETFs to Direct Indexing — Why It Makes Sense to Move Across Now
ETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.
By Paul R. Kenney Jr., CFA®
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Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
Google's free, AI-powered financial research platform is going up against established providers, giving advisory firms more options for research and analysis.
By John O'Connell, MBA
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Financial Illiteracy is a National Crisis, But the Solution is No Mystery
With millions of people dealing with financial strain, it's long past time for schools to be teaching our students how to manage money.
By Gayle Jennings-O'Byrne
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Protection vs Performance: How Is Your Financial Success Being Measured?
Returns still matter, but lasting performance is increasingly defined by how well a plan protects against volatility while preserving flexibility and your legacy.
By Jared Nepa
