“Make hay while the sun shines”: The old expression refers to taking advantage of favorable conditions to prosper. And with markets poised for a third year of strong gains, it applies very well to ...

Zolidar's platform helps advisors and business owners navigate employee ownership transitions, addressing millions of ...

The trick is to get affluent clients thinking beyond retirement income and wealth building, according to new research.

Not all financial advisors are created equal. For busy entrepreneurs and business leaders, your money is your livelihood. You’ve worked hard to make it, you’ve worked hard to keep it, and the hands ...

When I evaluate tax advisors with clients, I ask how will you coordinate with my other advisors and can you help with ...

As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially ...

Years ago, the owner of a small insurance firm that was about to change hands came to the law office where Jere Doyle was practicing at the time. The business owner "had the terms written down on a ...

Business owners pose a unique challenge for financial advisors when it comes to retirement planning. With their often highly concentrated wealth and entrepreneurial mindsets, business owners don't fit ...