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AUGUST 23, 2022

Three Reasons Advisors Should Care About Water Resources

Emma Smith

Poor water stewardship poses a real financial risk for investors.

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Retirement

How 401k Plan Sponsors Can Avoid the Coming Onslaught of Lawsuits

Fred Barstein

Stay focused on the triple Fs: fees, funds and fiduciary

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SPONSORED CONTENT

Risk is Personal

Sponsored by Orion Advisor Tech

Learn tricks to make client goals come alive in new ways.

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Technology

Hidden Cost of Free Trading? $34 Billion a Year, Study Says

Eva Szalay (Bloomberg)

Small pricing discrepancies among wholesale market makers can have a large impact overall.

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The Impact Of Tax Law Changes On Retirement Planning with Martha Hart

Sponsored by Protective Life

Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential, but often unpredictable changes to the tax law?

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Podcasts

Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset

David Lenok

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

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