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&Partners reminds advisors and their clients that tax season doesn’t end with filing, it marks the start of strategic, long-term planning. AdvStream_PR_TaxFiling_04212026Download

Human advisors deliver the trust, empathy, and strategic thinking clients want — and technology can help make them better at it. JAlexander_Adv.Advantage_04202026Download

 Kristi Mitchem shares with InvestmentNews what it will take to bring more women into wealth management. AdvStream_InvestmentNews_03232026Download

Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.

Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.

&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap.

There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…

Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of…

Following U.S. military strikes on Iran, our investment team outlines three key investment implications.

Following the U.S. Supreme Court’s tariff ruling, here’s how our investment team is assessing the market implications.