Expert Views

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The Future Is Horizontal: How Can Wealth Management Firms Compete On Enhanced Experience And Efficiency

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Learn about these opportunities for moving from a vertical to a horizontal organization.

Rapid Rise In Stock Market Raises Estate Planning Concerns

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How the rise in the stock market affects estate planning for married couples.

Making Babies To Grow Economies Won't Work

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Pro-fertility policies aimed at maintaining global population—and economic—growth aren’t having the desired effect.

Estate Planning Options Under The SECURE Act

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These retirement planning options can help you navigate the new complexities of our retirement system.

‘Global Warming’ A Better Term Than ‘Climate Change’

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“Climate change” is vague and doesn’t convey enough urgency.

Best Practices For Client Review Meetings

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There are five critical topics to cover in a client review meeting.

How to Encourage Workers To Save More For Retirement

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Recent research gives us new insight into optimal retirement plan design.

The Internet Should Hide Your Data, Not Share It

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Privacy laws aren’t helpful if users can delete their data only after wading through two hours of bureaucracy.

Why Hostility To Immigration Runs So Deep

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A recent paper highlights the causes of anti-immigration sentiment.

Guiding HNW Clients On Blockchain Investment Options

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Advisors should keep in mind that advising clients on blockchain investing requires a great deal of effort to stay current.

Sponsor Insights: An 8,000-day retirement? Yes.

by Hartford Funds

Learn how you may need to evolve your planning and how to communicate changes to clients.

BlackRock Becomes A Populist Punching Bag

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The company is being targeted by protesters on a range of issues, from pensions to climate change.

Economists Have No Idea What Replaces Free Trade

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There are few credible suggestions to crafting an alternative paradigm to address free trade’s shortcomings.

A Tax-Smart IRA Beneficiary Plan For The SECURE Act

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There are a number of alternatives to consider in order to mitigate the adverse effects of the new tax law.

My Book Of The Year 2019

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It feels like a college textbook. Would that it were.

8 Ways The SECURE Act Changes Financial Planning

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Here are the notable provisions and takeaways from the SECURE Act that you need to know.

Byron Wien And Joe Zidle's Top Ten Surprises For 2020

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Blackstone's Byron R. Wien and Joe Zidle issued their list of Ten Surprises for 2020.

Why 2020 Is Harder To Predict Than 2019 Was

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Several important trends have come to an end.

More Strategies Overhyped To Advisors

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Here are a few more strategies overhyped to financial planners.

The Death Of Brokerage Fees Was 50 Years In The Making

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In the late 1960s, some iconoclastic reformers started a campaign to kill off fixed brokerage fees.

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