Is Our Industry Prepared for Retirees’ Longer Lifespans?

What happens if retirement lasts 40… 50… even 60 years? This white paper shows how longevity, inflation, and sequence risk expose critical flaws in traditional planning — and how advisors can rethink portfolios to sustain multi-generational retirements.

6 Prospecting Hacks Every Advisor Needs to Get More Clients

Prospecting is tougher than ever as competition, regulations, and digital trends reshape the advisory landscape. Advisors who modernize their prospecting approach can attract high-value clients and stay ahead. This white paper reveals six prospecting hacks – practical, digital-first strategies you can use right away to attract new leads, build trust, and grow your practice

The Tax Play That Could Maximize Your Clients’ Deductions Before Year-End

Before the new “haircut and shave” rules reduce charitable deduction value, use CRT–DAFs to help clients save taxes, fund their legacy, and keep assets under your management.

Leaving More Lifetime Income to Your Family From Your IRA