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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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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
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Iran and the Global Oil Industry: A Kiplinger Special ReportThe Kiplinger Letter Even after the war ends, oil producers and importers will be racing to lessen their reliance on oil shipments through the Persian Gulf.
By Jim Patterson
The Kiplinger Letter
