Todd Humber

Todd Humber is an award-winning journalist who has reported on workplace, HR, employment, legal and occupational safety issues for more than 20 years.

Planning and Advice

What to do when a client leaves

Finding the reason can help an advisor improve their practice

By Todd Humber |October 6, 2023

3 min read

Your Business

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

By Todd Humber |August 14, 2023

4 min read

Your Business

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber |August 9, 2023

4 min read

Your Business

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

By Todd Humber |August 3, 2023

3 min read

Planning and Advice

How to conduct a great job interview

Tips for identifying the right assistant or associate

By Todd Humber |June 9, 2023

3 min read

Industry

Paid parental leave could bolster advisor retention and client relationships

Nearly two dozen financial institutions, including several advisory firms, have signed Women in Capital Markets' parental leave pledge

By Todd Humber |May 3, 2023

4 min read

Planning and Advice

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

By Todd Humber |November 30, 2022

3 min read

Industry

So, you want to be an independent advisor?

Tips from those who made the transition

By Todd Humber |November 16, 2022

4 min read

Industry

Advisor recruitment evolves to suit client needs

More firms are also emphasizing training

By Todd Humber |October 21, 2022

4 min read

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Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

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