Financial professionals must sell too. They’re just selling services instead of products.

But you must act before the Dec. 31, 2023 deadline.

Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.

Abacus Life went public via a SPAC in July, and is now getting into the wealth management business.

An overview of the new fiduciary reporting requirements for trustees and their advisors.

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.