Wealth Planning Trends
Elections, golf carts, and organic growth
During a time when the services financial professionals offer clients have become more commoditized, our Wealth Strategists have developed a resource to help advisors differentiate themselves from peers and provide on-going value beyond asset allocations and portfolio management.
Leverage Wealth Planning Trends 2024 for ideas and strategies to grow your practice and help your clients with tax, estate, and retirement planning.
Key learnings from our Investor Survey
Insight and implications on how the macro environment is shaping investor attitudes and behaviors, including the presidential election, active vs. passive management, and preferences when interacting with a financial advisor.
Protecting clients from financial exploitation
- Help your clients assess and take steps to protect themselves and their assets from financial exploitation
- Leverage free, public tools provided by Wayne State University to assess clients’ risk of being financially exploited
Important tax law and estate planning updates
Stay up to date on scheduled changes to Required Minimum Distributions (RMDs), qualified charitable distributions, estate and gift tax planning, and ideas for how you can address these changes within clients’ plans.
Six keys to organic growth for today’s advisor
Actionable research from the Financial Planning Association® and Janus Henderson that identifies the key factors that can help you achieve sustainable growth.
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Jeffrey Brooks, JD
Senior Wealth Strategist
Ben Rizzuto
Wealth Strategist
Request your copy
Jeffrey Brooks, JD
Senior Wealth Strategist
Ben Rizzuto
Wealth Strategist