Financial Planning

How Do Client Health Risks Impact Adviser Financial Stability?
Capital, Risk & Assets How Do Client Health Risks Impact Adviser Financial Stability?

In today’s financial advisory landscape, an often-overlooked challenge is emerging as a significant threat to both clients and advisers alike: the intersection of client health risks and financial stability. As the population ages, with many advisory clients in their 60s and 70s, issues like

What Drives HGLB's 8.5% Yield in Q4 2025 Distribution?
Capital, Risk & Assets What Drives HGLB's 8.5% Yield in Q4 2025 Distribution?

In the ever-shifting landscape of income-focused investments, the Highland Global Allocation Fund (HGLB), a closed-end fund listed on the NYSE and managed by NexPoint Asset Management, has captured attention with its Q4 2025 distribution announcement, declared on October 1 in Dallas, TX. HGLB

Why Is Giving While Living the New Wealth Transfer Trend?
Capital, Risk & Assets Why Is Giving While Living the New Wealth Transfer Trend?

In an era where financial pressures on younger generations continue to mount, a transformative shift is occurring in how wealth is passed down through families, moving away from traditional posthumous inheritances toward a practice known as "giving while living." This trend, increasingly popular

Halifax Planner Celebrates Failure on Two-Year Anniversary
Capital, Risk & Assets Halifax Planner Celebrates Failure on Two-Year Anniversary

In a landscape where success is often the only metric celebrated, a financial planner from Halifax is taking a different approach by honoring the role of failure in achieving lasting growth. David Martin, the founder of Eltero Financial Partners, recently marked the two-year anniversary of his firm

How Did a Financial Advisor Steal $531,411 from a Client?
Capital, Risk & Assets How Did a Financial Advisor Steal $531,411 from a Client?

Today, we’re sitting down with Priya Jaiswal, a renowned expert in banking, business, and finance, whose deep knowledge of market analysis and portfolio management offers invaluable insights into complex financial crimes. With years of experience in international business trends, Priya is here to

How Did a Seattle Advisor Defraud a Client of Over $500K?
Capital, Risk & Assets How Did a Seattle Advisor Defraud a Client of Over $500K?

What happens when the guardian of your financial future becomes the architect of your ruin? In Seattle, a trusted financial advisor shattered a retiree’s dreams, siphoning over half a million dollars in a scheme that unfolded over years, exposing the darker side of fiduciary relationships. This

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