Blog | Dunham

Financial Advisor 11/11/2025

Succession Planning: Passing Your Advisory Practice to the Next Generation

Succession planning isn’t just about retirement — it’s about legacy. With trillions in assets set to change hands, advisors must plan early, choose...

Financial Advisor 9/23/2025

6 Prospecting Hacks Every Advisor Needs to Attract More Clients

Many advisors ask us: “How can I market better?” The answer isn’t more hustle — it’s smarter systems. Discover 6 prospecting hacks to multiply your...

Financial Advisor 9/9/2025

Everyone Should Have The Opportunity To Say No

Many advisors hesitate to ask friends for business, fearing rejection or awkwardness. But avoiding the conversation means making the decision for t...

Financial Advisor 8/26/2025

Financial Advisor Marketing Strategies 2025: What Works Now (and What Doesn’t)

Financial advisor marketing has changed: clients want education, not sales pitches. Learn why content, SEO, and authentic social presence are now t...

Volatility 4/29/2025

The VIX Explained: What the Market’s Fear Gauge Really Tells Investors

What is the VIX, and what does it really signal? This guide breaks down how the “fear gauge” works, why volatility isn’t always a bad thing, and ho...

White Paper 2/18/2025

Is a New Retirement Crisis Ahead? Dunham’s White Paper Explores Longevity, Inflation, and Future Planning

Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...

Financial Advisor 1/28/2025

QSBS & IRC 1202 Explained: How Business Owners Can Eliminate Capital Gains Tax

Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h...

Financial Advisor 1/21/2025

The Financial Advisor Talent Shortage: Who Will Guide the $90 Trillion Wealth Transfer?

The financial advisory industry faces a talent crisis as 40% of advisors retire in the next decade. Yet, this shift creates a huge opportunity. Wit...

Financial Advisor 12/24/2024

Must-Read Books for Financial Advisors to Kickstart 2025

Discover the top books every financial advisor needs to read in 2025 -from market insights to practice management, this curated list will help you ...

Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...

Financial Advisor 11/26/2024

10 Creative Client Gift Ideas for Financial Advisors Under $100

Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi...