4 Expert-Backed Tips for Choosing the Best Healthcare Proxy

Published on June 10, 2025

When it comes to selecting a person to be a healthcare proxy, here are a few characteristics that advisors can encourage their clients to consider.

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It Can Be Tricky to Navigate 529 Plan Rules, But Advisors Can Help

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Advisors can help clients and their families plan for the rising costs of tuition and other educational expenses by knowing the benefits of 529 plans — and staying up-to-date on evolving rules around these investment vehicles.

What Advisors Are Looking For When They Switch (or Ditch) BDs

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