A new white paper by Zoe Financial argues the prospect-to-client conversion rate for financial advisors is a function of a prospect's stage of buyer readiness, not the advisor's marketing or sales ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Fast Company Executive ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many prospective and existing clients harbor misguided beliefs about this potentially valuable planning ...

BOSTON--(BUSINESS WIRE)--Cloze, a software company that delivers AI-powered real estate solutions, and RealScout, the real estate industry’s leading platform for agent-client collaboration, announced ...

You'd have to be nuts to recommend clients and prospects consider accelerating the payment of taxes on their retirement nest eggs, right? Under ordinary circumstances, the correct answer is probably ...

As we’ve seen from recent tax proposals, Congress has retirement accounts in its sights for future tax increases, especially the larger IRAs. We know what the tax rules and tax rates are for 2021, but ...