Prospecting: Beyond the steak dinner
Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.
Features
Giving back: It’s a family affair
Financial professionals are contributing their time and talents, and encouraging their families to join them.
2025: Taxing decisions due
Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?
Insurers, regulators race to harness power of AI
Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.
