The Ten Best States for Clients to Retire in 2019

As clients come up on retirement, they may come to you for advice on where are the best places to settle into...

Inside ETFs’ Hidden Gems of 2019

By Inside ETFs The ETF industry was built on innovation. Ours is a disruptive industry, constantly pushing the boundaries to create better outcomes...

The 10 Cities with the Largest High Net Worth Populations

The global population of high net worth individuals increased last year by just under 2 percent, according to a recent report by...

Planning for Married Couples

Marty Shenkman and Gideon Rothschild discuss how married couples should take advantage of estate tax exemptions. View the Original Article

A look back at the life of Vanguard’s founder

Mr. Bogle had near-legendary status in the American investment community, largely because of two towering achievements:He introduced the first index mutual fund for individual investors and, in the face of skeptics, stood behind the...

Top Ten Digital Dos for Wealth Advisors

PRESENTER:April RudinFounder and PresidentThe Rudin Group MODERATOR:Susan LippEditor in ChiefTrust &...

Michael Kitces’ #FASuccess Podcast: Roger Whitney’s Podcast Strategy

Welcome back to the 107th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Roger Whitney. Roger is a partner with WWK Wealth Advisors, an independent RIA based in Fort Worth, Texas, where...
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