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Expert Views

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Asset Managers Face The Tax Bite

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Are asset managers ready for increased interest in tax management?

Four Key Advisor Considerations When Selecting Trust Companies

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Characteristics advisors should be aware of when choosing a partner in trust services.

Four Important Tips To Help Clients Teach Their Kids About Money

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Most clients fail to realize that their children have a significant role to play on their “retirement team.”

Clear The Way For The Client Values Conversation

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Three building blocks that advisors can use to make sustainable investing a part of their client relationships.

How One Man Started The Index Revolution

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Vanguard's founder John Bogle shares details about his eventful career and rewarding personal life with humor and wisdom in his new book.

Capturing Trends That Fundamental Analysis Might Underestimate Or Miss

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Withum Wealth management addresses profits with a purpose.

Top Four Considerations For Independent Financial Advisors When Building Their Tech Stack

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Advisors can take advantage of easy-to-learn tools that are customized for the size and services of their business.

Wall Street Drags Main Street Into A Fee Dispute

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Its concern for retail investors is touching, but the quarrel about the cost of market data is about profit.

Is Less Competition Killing Capitalism?

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In this compelling but controversial book, the authors discuss how competition is dying in the United States.

U.S. Divisions Are Growing Wider, Election Shows

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The midterm elections should usher in gridlock and show Americans are more divided than ever.

Discussing The Issue Of Aging Parents

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Adult children and their parents may find the holidays a good time to discuss the what-ifs that lie ahead.

False Accusations Against Brokers Disturbingly Common

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Here’s a way to help tell good brokers from the bad.

Six Questions About Digital Assets For Bitwise's Matt Hougan

by FA Staff

Think of crypto assets like an early-stage venture capital investment.

Student-Loan Debt Is Crushing Young Americans

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Student loans now comprise about 45 percent of the federal government’s total financial assets.

The Future Of Active Fund Management? It's Vinyl

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Are active products becoming relics of an investing era long past?

Don't Expect Robots To Take Away Everyone’s Job

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Nobody really knows how many jobs will be replaced by robots, or even what it means to be replaced.

The Answer To Our Industry’s Next Gen And Diversity Shortage

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The daughters (and sons) of current advisors are poised to help form the future of our profession.

Sponsor Insights: An Index-Linked Annuity With Buffer And Floor Options

by Great-West Financial

An important differentiator of the Great-West product is that it offers competitive cap rates. Clients can pocket as much as 14% a year.

Sponsor Insights: You’re Getting Questions About Crypto From Clients — Do You Have the Answers?

by CoinDesk

Working in the crypto world, it seems as if the only thing I talk about these days—in my personal and professional life—is where the price of bitcoin is going. And for good reason...

Top Lessons For Independent FAs From Our Journey Through The M&A Financing Maze

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There is a substantial need among financial advisors for more favorable conventional loan structures.

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