For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

Helping clients do charitable planning properly will boost your business. Read about some options here.

Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...

Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows...

Don’t let frantic clients guilt you into helping them make reckless last-minute tax planning decisions. If it seems you’re getting more...

As the old saying goes, economists have predicted 27 of the past five recessions. That’s how I feel about all the handwringing over Presiden

Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...

Randy Fox talks to WeallthManagement.com about why Estate planners and planned giving officers are feeling very optimistic in this market.

Randy Fox talks to WealthManagement.com about why many aging rockers are cashing out their music catalogs in a strategic financial move.

December is not the time to cram, but rather look into the future. How can we get ahead in financial planning for the upcoming year?

Randy Fox talks to WeallthManagement.com about why he has chosen to pursue a significant goal of raising $10 Billion worth of charitable...

Randy Fox talks to WeallthManagement.com about Why is working together so difficult for many advisors?