Expert Views

• How Advisory Firms That Spread The Equity Create More Value

  By Scott Leak

  By implementing a strong equity structure, firms can secure the tenure and engagement of their most talented professionals.

• No, Elon Musk Hasn't 'Discovered' Fraud At Social Security

  By Justin Fox

  Any that takes place appears to be of the small change sort, not the larger-scale issues at Medicaid and Medicare.

• 10 Opportunities To Get In Touch With Clients

  By Bryce Sanders

  Here are 10 ways to stay in touch with clients.

• What A Wealthy Family Needs To Know When Appointing A Trustee

  By Larry Swedroe

  In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals.

• Is Being Single Bad For The Economy?

  By Allison Schrager

  A society with fewer marriages may be happier, but it also worsens economic inequality.

Private Wealth

• Growing And Sustaining Your Practice As A Rainmaker Multiplier

  By Russ Alan Prince

  Advisor Jason L Smith discusses how his business model can help financial advisors build a business that thrives independently.

• Tony James Family Office Spinout Gets $370 Million For Private Equity Bets

  By Ben Stupples

  Madison River Capital collected about $370 million from investors for buyout deals.

• Behavioral Best Practices Of Single-Family Offices

  By Russ Alan Prince, Jerry D. Prince, Homer Smith

  Here are the five behavioral best practices that produce the highest quality outcomes for their super-rich families.

• New Zealand Changes 'Golden Visa' To Lure Wealthy Migrants

  By Ainsley Thomson

  The New Zealand government wants to capitalize on falling interest rates to lift economic performance.

• How Securitization And Fractional Shares Can Democratize Alternative Investing

  By Russ Alan Prince

  Chairman George Hall discusses how XChange Place is transforming access to alternative investments.

Latest Top Lists

• The Best States For Retirement In 2025

• The Top 10 U.S. Cities For Jobs

Investment Perspectives

• How Tariffs Impact Credit Markets

  By Lawrence Gillum

  Tarrifs cause investors to become wary of potential economic disruptions, which can lead to wider credit spreads as they demand higher returns for taking on additional risk.

• The Growth Drag From Policy Uncertainty

  By David Kelly

  While higher tariffs and lower immigration could boost inflation, they could also slow economic growth and add to uncertainty.

• Why Tariffs And Volatility Can Ultimately Help Small-Cap Stocks

  By Chris Clark

  Smaller companies are likely to be relatively more insulated from geopolitical gyrations.

• Trump's Early Tariff Wins Mask Future Risks

  By Mohamed A. El-Erian

  The president's trade policy risks range from stagflation to the erosion of U.S. influence on the global stage.

• Market Outlook 2025

  By Audrey Snell

  This will be a difficult, volatile and unpredictable year in the investment community.

On The move

• Choreo Hires Chief Human Resources Officer

• BMO Adds 3 Advisors From JPMorgan

• Dennis Gallant And Kirk Hulett Join CEG's Business Units

• BridgePort Grow AUA To $2B During First Year

• Wealth Enhancement Buys $673M Northwest Investment Counselors

• LPL Lures Another Father-Son Team From Osaic