Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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To Build Client Relationships That Last, Embrace Simplicity
As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and prioritizing personal touches.
By Cody Foster
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Client Demand Is Forcing Advisers to Specialize: How to Deliver
The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.
By Jared Trexler
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What Makes This Business Successful? The Founder's Kids Share
The children of Morgan Clayton share how their father's wisdom, life experience and caring nature have turned their family business into a respected powerhouse.
By H. Dennis Beaver, Esq.
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Smart Business: How Community Engagement Can Help Fuel Growth
As a financial professional, you can strengthen your brand while making a difference in your community. See how these pros turned community spirit into growth.
By Cody Foster
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In 2026, the Human Touch Will Be the Differentiator for Advisers
Advisers who leverage innovative technology to streamline tasks and combat a talent shortage can then prioritize the irreplaceable human touch and empathy.
By Janel Jackson
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How Advisers Can Deliver a True Family Office Experience
The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and the tech to serve their clients.
By Raj Doshi
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How Advisers Turn Compliance Into a Competitive Advantage
Collaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.
By Shawn Scholz
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I’m 64, retired, and want to invest $400,000 of my $2.4 million portfolio in a winery startup. Am I crazy?
We ask wealth advisers to weigh in on the wine business and how to finance a retirement startup.
By Maurie Backman
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Are You Eligible for the Amazon Prime Settlement Refund?
Amazon agreed to a historic $2.5 billion settlement over its Amazon Prime memberships. Find out if you're eligible for a refund and how to claim it.
By Rachael Green
