Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

Wealth advisers know that clients with high net worth typically look to them for guidance on charitable giving. That’s why these professionals often start conversations about philanthropy — especially ...

Money is a sensitive topic for many, so event professionals must navigate the delicate balancing act of discussing a client’s budget with poise and respect. Doing so is the key to developing strong ...

How Emily Rassam, Partner and Senior Financial Planner of Archer Investment Management, talks to her clients about ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect ...

Have you been hearing more from clients about private-market investing? You’ve likely heard the buzz about the increasing accessibility of private markets to retail investors. The boom in the private ...

Trust is an obvious component of a successful relationship between an advisor and a client. But there are some areas of the relationship where advisors may be jeopardizing that trust, and without even ...

Understanding how to talk to clients about risk is an aspect of behavioral finance that is covered in depth by The College’s Wealth Management Certified Professional designation® (WMCP®).

Most of us have heard the quip attributed to Mark Twain: "Everybody talks about the weather, but nobody does anything about it." As advisors, we may not be able to do anything about the weather, but ...

P2P lending may offer better returns than traditional fixed income but comes with credit, liquidity, and platform risks. Diversifying across many notes and assessing borrower credit quality helps ...