AEF Insights Blog

By Ken Nopar

Recently, an advisor mentioned that one of his clients wanted to have a charitable planning conversation with their family over the holidays, and asked if I had a list of questions he could share with them. Not knowing the family or their goals, I suggested the general questions below to help start the conversation.

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share how these successful advisors have used the power of charity to grow their business.

By Eric Kinaitis

Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?

By Eric Kinaitis

By Eric Kinaitis

By Ken Nopar

By Eric Kinaitis

According to the BLS, employment growth among financial advisors is expected to grow 15% from 2016 to 2026. So, in a crowded and competitive marketplace, who are the future winners likely to be?

By Gavin Morrissey, Guest Columnist

By Eric Kinaitis

October is Estate & Gift Planning Awareness Month.

By Martin S. Schamis, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist