Peak Financial Advisors' Debbie Freeman explains how offering in-house tax preparation for clients not only generates extra revenue, but also boosts the firm's retention rates.
The professional disruption that COVID has dealt financial advisors has a silver lining for forward-thinkers willing to make the necessary adjustments.
Ranking jurisdictions based on retirement income tax, any state-imposed estate or inheritance taxes, average state and local sales tax and average effective property tax.
A new survey by SmartAsset reveals that the most popular gift advisors plan to give clients this year is food or festive baskets, although many plan to opt for more personalized holiday gifts.
