Financial advisors are gearing up for a successful year and preparing for client reviews. We offer four actionable ideas and practices to help advisors address some key concerns many investors are having about the year ahead.

Most investors are aware of certain taxes on their investments, such as on dividends, interest and capital gains. But those are just the tip of the iceberg.

We are now a few years past the onset of the COVID pandemic, and we've had a chance to think about some of its changes in the wealth management business. Even if we wish certain things hadn't changed, we must acknowledge that they have – and adapt accordingly.