Expert Views

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Unleashing The Power Of Strategic Donor-Advised Funds

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Contributions to DAFs have reached an all-time high. How can they be part of your clients’ estate plans?

Sourcing Billionaires And The Ultra-Affluent

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Follow a three-step process to deliver services to these clients.

How High-Value Clients Are Revolutionizing Your Business

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Demographics are driving account consolidation and creating winners—and losers. How the winners connect with clients.

Why The Real Faces Of Retirement Are Often Sad

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Looks of pain, anguish and frustration ... are these the images we'd put in a booklet about retirement?

Trump’s ‘Buy’ Stock Market Isn’t A Bargain

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Based on various measures, stocks aren’t as cheap as the president says they are.

10 Things To Explore With Every Client

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Get to know your clients well enough to tailor solutions to their specific needs by asking these 10 questions.

Talk To Clients About Making A Contribution To The World

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Many clients prefer discussing opportunities for making a difference over discussing their retirement goals, UBS advisor says.

U.S.-Japan '80s Trade War Holds Clues To China Spat

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The ineffectiveness of U.S. policy in the 1980s may hold clues to the future of a trade war with China.

America Needs To Help Millennials Better Prepare For Their Financial Future

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Four core areas in which more education is needed to improve financial outcomes for the millennials.

Using Sustainable Business Advantages To Drive Shareholder Value

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Karina Funk discusses her role as co-portfolio manager of Brown Advisory’s flagship sustainable equity strategy.

Thinking Through Year-End Charitable Giving Strategies

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There are a number of ways to take advantage of the tax break and keep the holiday spirit this year.

How Blockchain And AI Will Threaten Advisors’ Revenue

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The inexorable march of blockchain poses a distinct threat to advisors’ revenue streams.

Don’t Get Trapped In A Recruiting Numbers Game

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As recruiting continues to intensify, firms and advisors face an increased risk of being caught up in a “numbers game.”

Taking A Counterintuitive Approach Can Help Boost Business For Independent FAs

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Advisors would do well to ignore the conventional wisdom and take a counterintuitive approach to cope with hurdles.

Why Competition Matters

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The authors of this book argue that economic equality is essential if capitalism is to thrive.

Why Are So Many Universal Life Insurance Policies Failing?

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Neglect and lack of attention deserve most of the blame for failing UL policies.

Markets Conclude U.S. Is Riskier Than China

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The relationship between U.S. and Chinese Treasury yields inverted for the first time in November.

Ten Years On: The Greatest Securities Fraud Of All Time

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Ten years ago today – a little after 7:30 on the morning of Thursday, December 11, 2008 – two FBI agents were admitted to the foyer of a palatial duplex penthouse at the top of one of...

Wall Street Needs More Market Indexes. Seriously

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The problem is not that there are too many indexes, it's that there aren't enough, according to Eric Balchunas.

The New IRS Voluntary Disclosure Procedure Offers Prosecution Protection

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The new voluntary disclosure procedure provides uniformity to domestic and offshore voluntary disclosures.

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