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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How to Calm Your Retirement Nerves When It's Time to Spend
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.
By Sam Bass
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Why Wills and Trusts Aren't Enough in the Great Wealth Transfer
Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes.
By Leslie Gillin Bohner
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What Advisers' Clients Need to Know About Private Markets
With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons.
By Mike Kurz, CIMA®, CPWA®, RMA®, CFP®, CAIA
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7 Practical Steps to Kick Off Your 2026 Financial Planning
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
By Scott H. Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®
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How Strategic Retirement Withdrawals Make a Huge Difference
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years.
By Mike Palmer, CFP
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What the 2026 Tax Landscape Means for Financial Advisers
The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.
By Dave Alison, CFP®, EA, BPC
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A Blueprint for Helping to Build Your Advisory Practice
As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.
By Cody Foster
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An Expert's Take: Why You Should Resist a Zero-Down Mortgage
While it's certainly enticing, a zero-down mortgage comes with significant risks, especially if home values decline or you want to refinance.
By Jared Elson, Investment Adviser
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I'm Embarrassed to Ask: What Is a Life Insurance Trust?
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance.
By Marguerite Weese, JD, LL.M.
