Expert Views

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Why It's Best To Grow Your RIA Without Outside Capital

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The value of independent decision-making and its role in your business success should not be taken for granted.

Key Financial Planning Considerations For Current Tax Reform Proposals

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Here are some helpful strategies for client estate, tax and financial planning conversations.

How To Modify Contracts With Struggling Vendors

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With Covid-19 wreaking havoc on global supply chains, vendors continue to face some difficult choices.

Someone Just Named A Cryptocurrency After Me In Less Than One Hour

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It's startlingly easy to launch and pump up a new cryptocurrency, writes Joe Weisenthal.

The Curious Case Of The Gold, Silver And Red Balls

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There are many reasons to work with smaller clients.

Sponsor Insights: The Impact Of The Covid-19 Pandemic On High Net Worth Investors Globally

by FactSet

High net worth investors' attitudes to risk, willingness to use technology, and views on responsible investing all changed drastically because of the COVID-19 pandemic.

Tempted To Retire Early? Consider Two Critical Factors

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Inflation and interest rates will determine how much of your savings you'll actually be able to spend.

Will Biden's IRS Come After Your Clients?

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Most taxpayers needn't obsess about a White House plan to toughen enforcement. Here are the big exceptions.

Protecting Your Business From PPP Loan Investigations And Enforcement

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Federal agencies are ramping up their enforcement and investigation efforts related to PPP loans.

Can You Answer The Three Burning Questions The ‘Suddenly Retired' Are Asking Now?

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The answers you provide and decisions made are irrevocable.

RiXtrema Responds To Riskalyze's Claims

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RiXtrema responds to criticism that labels Portfolio Crash Testing PRO as “wildly inaccurate."

Shrinking Population In China Brightens The Climate Outlook

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A sooner-than-expected decline in the birth rate will lower global greenhouse-gas emissions.

The Jobs Mosaic And The Outlook For Interest Rates

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For investors, the jobs mosaic still suggests fast-improving economic activity.

Why Advisor Longevity Is An Advantage

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Investors want an advisor they can call a year from now and still find them at their desk.

Gen Z And Millennials -- Two Generations Of Investors Wary Of Wall Street

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Gaining the trust of millennials and Gen Z is the only way advisors can deliver better outcomes for new clients.

Covid Has Made Orlando Less Affordable Than San Francisco

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The great pandemic migration changes the landscape of housing affordability.

Regulation Turns Off Entrepreneurs From Pursuing The IBD Channel

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Regulators are making it difficult for innovation in the broker-dealer space, said an industry consultant.

The Easy Part Of The Economic Recovery Is Behind Us

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The pace of economic growth is likely going to start to slow from here.

Five Powers Companies Should Never Cede To Workers

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Stakeholder capitalism must have its limits.

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