Expert Views

• What Is Your Reputation Worth--Cybersecurity In Wealth Management

  By Kevin Sutton

  Vulnerable industries, such as wealth management, need take proactive steps to protect their clients' data and the firm's reputation.

• Is Capitalism Really The Cause Of Global Inequality?

  By Kenneth Rogoff

  While there is a strong case to be made for strengthening social safety nets in developed countries, this framing of the issue overlooks the plight of hundreds of millions of people around the world still living in extreme poverty.

• Holistic Advice: Industry Lip Service Or Reality?

  By Craig Robson

  Here are three specialized services that can set an advisor's practice apart, providing genuine value to clients.

• How To Let Clients Know You're Qualified To Give Advice

  By Bryce Sanders

  Professional designations and awards are just some of the ways to state your case.

• Safeguarding Clients From Fraud In The AI Age

  By Matt Sommer

  Advisors face the dual challenge of embracing AI's benefits while safeguarding their clients against fraud.

Private Wealth

• Empowering Women Of Wealth Through Financial Planning Strategies

  By Russ Alan Prince

  Haleh Moddasser of Stearns Financial Group discusses the issues surrounding women and finance.

• Mets Postseason Run Pushes Steve Cohen Toward Baseball Glory

  By Janet Lorin

  Cohen's Mets are in the best position to win it all since he bought the team for $2.4 billion in 2020.

• How To Sell Your RIA To Grow Your RIA

  By Jerry D. Prince and Russ Alan Prince

  There are three principal ways the acquirer can help an advisor grow their RIA.

• Navigating Workplace Transformation In The Post-Pandemic Era

  By Russ Alan Prince

  To build and sustain a healthy working environment, it's essential to be intentional about your culture

• New Firm Offers Advisors A Gateway To Serving Ultra-Rich

  By Karen DeMasters

  The Family Office Resource Group will offer family-office solutions to advisors and other financial professionals.

Latest Top Lists

• Top 529 College-Savings Plans Of 2024

• The 10 Best U.S. Cities For Retirees

Investment Perspectives

• Jerome Powell Is Not The Greatest Fed Chair Ever

  By Allison Schrager

  The bank's monetary policy during and after the pandemic will distort the housing market for years to come.

• Enjoy The Soft Landing

  By J. Bradford DeLong

  For now, the U.S. economy appears to be firing on all cylinders, even after a historically rapid cycle of monetary-policy tightening.

• Why The Market Shrugs Off The Mother Of All Oil Shocks

  By Javier Blas

  Oil traders are taking a “this time is different” approach to war risk. That's, well, risky.

• Historical Returns In Fed Rate-Cut Cycles May Hold Clues To Sector Performance Next Year

  By Dave Sheaff Gilreath

  As advisors anticipate the impact of the new Fed rate-cut cycle on client portfolios, many will probably rely on the conventional wisdom that cyclicals are likely to benefit the most.

• How To Think About The Surprising U.S. Jobs Data

  By Mohamed A. El-Erian

  September's labor market report shows economists are missing important drivers of U.S. strength.

On The move

• Raymond James Scoops Up $250M AUM Indiana Family Team From Edward Jones

• Merrill Adds Two Teams Managing $950M In N.Y., Texas

• Raymond James Lures South Dakota Advisor Managing $250M From LPL

• Raymond James Adds California Duo Who Managed $600M At Merrill Lynch

• DWS Appoints New Americas CEO

• Combined Marketing Firms Rebranded As AcquireUp