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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Alternatives and Taxes: Control Your Advisory Firm's K-1 Chaos
Growing client exposure to alternative investments means K-1 forms can overwhelm an advisory firm's operations during tax season. Here's how to keep up.
By John LaMancuso
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Estate Planning Checklist: 5 Tasks to Prioritize
Doing these things now, while you're still physically and mentally healthy, can smooth an already-difficult and emotional process when the time comes.
By Martin Baker, CFP®, CEPA®
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A Costly To-Do: Is It Time to Delegate Investment Decisions?
While some DIY investors are happy to be hands-on with their portfolio, others can only dip in and out. When is it time to start delegating those decisions?
By Sevasti Balafas, CFA, CPWA®
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The 5 W's of Successful Estate Plan-Focused Family Meetings
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
By Michael Schneider
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Are You Ready to Merge Finances With Your Significant Other?
Merging your money as a couple requires an honest conversation that clarifies what you're both walking into — and prevents bigger problems down the line.
By Lamar Brabham
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4 Ways Parents Can Help College Grads in a Tight Job Market
Despite a weak entry-level job market, the college degree's return on investment is still achievable for this year's grads. Here's how parents can help them.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Retiring With $500,000 to $5 Million? You Need A New Plan
Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and paying too much in taxes.
By Jerry Golden, Investment Adviser Representative
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Common Oil & Gas Investing Mistakes and How to Stay Focused
The nature of energy markets exacerbates unhelpful behaviors. Understanding the psychology of oil and gas investing can help you make smarter decisions.
By Jay R. Young
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There's a New AI Bubble — And No One Is Talking About It
Companies are racing to adopt AI, but few can attribute any significant impact to it. Who will come out on top when this "implementation bubble" bursts?
By Ryan Orton
