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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5 Questions 1031 Exchangers Should Ask Before Buying a DST1031 exchange investors have more options than ever to build their portfolios. Here are the risks and questions to ask when choosing sponsors to work with.
By Daniel Goodwin
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Does Your Estate Plan Have a Context Gap?Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
By Teresa Green
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5 Retirement Conversations Couples Must Have Ahead of TimeTwo people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.
By Michael Pappis, CFP®
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The Potential Complications of Working Past Retirement AgeA growing number of Americans are working past retirement age. But what happens to Social Security, tax and healthcare when you keep on working?
By Cathy DeWitt Dunn, CDFA®, FRC®
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2 Awkward Talks to Have With Your Kids Before They're 18The teenage years are tricky for kids and parents, but they're the right time to start talking openly about money and what you'd do in a medical emergency.
By Stephen B. Dunbar III, JD, CLU
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To Close the Wealth Gap, Teach Your Children WellKids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.
By Melanie Mortimer
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How the Best Advisers Help Clients Use Their Retirement FearClients don't need advisers to dismiss their retirement fears. They need advisers who can listen, separate emotion from risk and turn anxiety into action.
By David Conti, CPRC
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5 Steps to Build Your Advisory Firm's Community OutreachThis practical blueprint with heart can help build strong adviser interaction in your community — which can lead to growth for your firm.
By Cody Foster
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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
