How advisors can use the latest developments around inherited IRAs to initiate wealth planning discussions with clients.
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While the wealth that may be passed on to the next generation continues to grow, the number of estates that pay the federal estate tax has plummeted.
Actionable insights on taxes, estate planning, and helping older Americans better prepare for retirement.
What has changed, who is affected, and how advisors can help clients receive the benefits they have earned.
Recent news and developments to help facilitate wealth planning conversations between financial professionals and their clients.
A breakdown of the commonly used terms and techniques in charitable giving to help investors maximize philanthropic success.
How advisors can help clients manage emotions – whether positive or negative – following the election.
Three questions from our Investor Survey that can serve as useful conversation starters for meetings with clients or prospects.
What financial advisors should consider before implementing AI in their practices.
Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.
This year’s Greenwood Project interns offered insights into how young Americans view the financial industry and their own financial futures.