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The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e.,

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Financial Advisor Showcase: FSC Wealth Advisors

FMG

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. James has seen some amazing results from his updated FMG website.

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Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP

Wealth Management

Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. In this role, he advises clients on all aspects of estate & gift tax planning, asset titling, family governance, philanthropy and business succession strategies. See more from Andrew B.

Taxes 161
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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.