Expert Views

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More Of What We Hear Lately

by Dan Moisand

Clients listening only to headlines can misunderstand rollovers and tax deductions.

Our Take On Talent: Hire The Best Managers, Wherever They Are

by Andrew G. Arnott

The question for advisors is how best to choose the right managers.

Practicing Tax-Smart Philanthropy With Appreciated Assets


Donor-advised funds can help facilitate the conversion of appreciated assets into tax-effective charitable contributions.

Advisors Can Greatly Help With Two Divorce Subjects

by Joseph Cordell

There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.

Is Tech Friend Or Foe?

by Cliff Campeau

Marketplace dynamics might force advisors to adopt the new financial technology sooner rather than later.

Investing In Private Equity: What Advisors Need To Know

by ,

Most investors do not understand how to find a private placement opportunity that would meet their risk profile.

Entrepreneurship Offers Retirement Income And Well Being

by Robert Laura

Entrepreneurship can be viewed as an alternative asset class and source of retirement income, maintains columnist and advisor Robert Laura.

VIEW: Obama's Tax Reform Is Dead On Arrival


A lottery ticket would have more chance of changing your clients' finances than Obama's tax proposals being officially unveiled tomorrow, says our Washington correspondent.

Getting Your Message Across

by Eleanor O'Sullivan

A new book offers many practical steps to financial advisors on how to increase their business, says our reviewer.

Part 2: How to Avoid Common M&A Marketplace Pitfalls in 2015

by Jeremy Holly

This is the second installment of a two-part series exploring how firms can position themselves as buyers of choice in 2015.

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