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Expert Views

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Trusts And Foundations Play A Key Role In Asset Protection

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Help your UHNW clients understand their options to facilitate a smooth transition of wealth.

Want To Avoid Taxes The Peter Thiel Way? Don't Even Try

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Few investors can shield huge stock gains in an IRA without running up fees and slamming into scary IRS rules.

Financial Services Finally Catch Up To Len Reinhart

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Len Reinhart predicted the UMH would define how household portfolios are managed 20 years ahead of schedule.

Millennials' Real Estate FOMO Goes Haywire

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Survivalism, stimulus and the search for space make it easy to ignore warning signs.

How To Sell Confidentiality

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Think of client confidentiality as a product. How would you sell it?

Second Homes Are Overrated

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Just because the vacation housing market is cooling off doesn't mean it's a good time to buy.

How To Spot A Fake Retirement

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What do clients really mean when they say they are doing fine after leaving work?

Retirees, Forget The 4% Withdrawal Rule

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The old rule of thumb on how much to take out annually needs to be tossed.

Leadership Lessons Learned During The Covid-19 Pandemic

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These lessons will continue to be relevant for many years to come.

Our Financial Early Warning System Is Broken

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Two agencies set up by Dodd-Frank could be a lot more useful than they have been.

Why Clients Fire Financial Advisors

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Clients leave for many reasons, but many can be headed off with some advance planning, columnist Bryce Sanders writes.

Why Most Retirements Come At A Disadvantage

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Meme-stock and crypto crazes may be a symptom of inequalities among investors, writes Shuli Ren.

Millennials, The Wealthiest Generation? Believe It

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The world has changed since boomers were young adults and so has the value of housing, education and a steady job.

Estate Planning For First-Time Parents

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An estate plan can offer peace of mind to the person creating the plan.

Thinking Of Building An RIA From Scratch? Not So Fast

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Before starting your own firm, industry consultant Ryan Shanks suggests asking these key questions.

Let The Client (And Other Endorsers) Tell Your Story

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How financial advisors can use new SEC marketing rules to cut through the noise and grow their businesses.

Answering 'How's The Market?'

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It sounds like a simple question. How you answer can keep the conversation going.

Elder Financial Exploitation: How Advisors Can Make A Difference

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Financial advisors are the first line of defense against elder financial abuse.

Best Practices For Post-Pandemic Normality

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Sound fundamentals can help advisors deliver meaningful results and exceptional value to clients.

Answering 'How Much Do You Charge?'

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There are different ways of answering the question; often it involves establishing the logic or rationale.

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