Practice Management

Spouse Lifetime Access Trust | William Blair 700 350 Andrew McClellan

Spouse Lifetime Access Trust | William Blair

A type of irrevocable trust used to transfer wealth outside your estate.

Asset Transfer and Legacy Planning | T. Rowe Price 700 350 Andrew McClellan

Asset Transfer and Legacy Planning | T. Rowe Price

Strong relationships are key to addressing family wealth transfer.

When to Reevaluate Your Retirement | John Hancock 700 350 Andrew McClellan

When to Reevaluate Your Retirement | John Hancock

While making lifestyle changes, it could be a good time to reconsider your retirement plan as well.

Endowment Spending Policy | Thornburg 300 151 Andrew McClellan

Endowment Spending Policy | Thornburg

Retirees and their advisors should establish a spending plan for a retirement that could last 30 to 40 years.

Investment Calculators and Tools | Franklin Templeton 300 149 Andrew McClellan

Investment Calculators and Tools | Franklin Templeton

Interactive tools that can help with clients’ financial planning.

What Athletes Can Teach Us About Investing Discipline | Janus Henderson 300 150 Andrew McClellan

What Athletes Can Teach Us About Investing Discipline | Janus Henderson

Female investors often come out ahead when it comes to being disciplined in their saving and investing practice.

Preparing Women for Retirement | Nationwide 600 299 Andrew McClellan

Preparing Women for Retirement | Nationwide

When it comes to money matters, women are active drivers.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships | Janus Henderson 700 350 Andrew McClellan

Back to Basics: Three Steps to Reinvigorate Your Client Relationships | Janus Henderson

Making meaningful connections with clients is the foundation of any successful practice.

4 Estate Planning Documents for Everyone | American Century Investments 350 175 Andrew McClellan

4 Estate Planning Documents for Everyone | American Century Investments

Four key estate planning documents that most adults should consider.

Will vs. Revocable Living Trust? | John Hancock 700 350 Andrew McClellan

Will vs. Revocable Living Trust? | John Hancock

While wills and living trusts do have a lot of overlap, there are several differences between them.