Expert Views

• Medicare Industry Upheaval Portends Frenzied Open Enrollment

  By Eric L. Reiner

  Advisors can help clients choose the right Medicare plan.

• How Client Fee Adjustments Can Boost Advisor Firm Profits

  By Matt Matrisian

  Often, only a small portion of clients are generating a large majority of the revenue.

• Americans Have A New Piggy Bank To Raid--Their Houses

  By Conor Sen

  Home equity loans are beginning to look more attractive after fading into irrelevance after the financial crisis.

• 10 Expressions You Should Never Use With Clients

  By Bryce Sanders

  It may be a witty comment to you, but your clients may take it the wrong way.

• When More Competitors Means Less Competition For Wealthy Clients

  By Jerry D. Prince and Russ Alan Prince

  Competition only decreases for those wealth managers who are well attuned to the progressing seismic shift in the private wealth industry and take steps to capitalize on these changes.

Private Wealth

• One Company's Mission To Power ‘Connected Wealth'

  By Russ Alan Prince

  BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.

• Billionaire Isaacman Performs Historic Private Space Walk

  By Loren Grush

  Before now, spacewalking has been an exclusively government job.

• How Discussing Philanthropy Leads To More Client Referrals

  By Jerry D. Prince and Russ Alan Prince

  The key is to do it strategically, focusing on what matters to them.

• How 1-ClickTrade Technology Will Revolutionize ETF Trading

  By Russ Alan Prince

  Anthony Flores of 1-ClickTrade discusses their new fintech application, which is designed to transform ETF investing by streamlining the trading process.

• NYC Cheers Billionaire Daughters Chasing Grand Slam Tennis Glory

  By Francesca Maglione

  Jessica Pegula and Emma Navarro have set the stage for a potential all-American championship match.

Latest Top Lists

• Best U.S. Cities For First-Time Home Buyers

• Advisors Saw The Biggest Pay Hike In These 10 States

Investment Perspectives

• Why Real Estate-Focused ETFs Deserve Attention

  By Ron DeLegge

  If interest rates get cut, real estate could benefit, and so could REIT exchange-traded funds.

• Americans Have A New Piggy Bank To Raid: Their Houses

  By Conor Sen

  Home equity loans are beginning to look more attractive after fading into irrelevance after the financial crisis.

• 3 ETF Categories That Could Benefit From Lower Rates

  By Ron DeLegge

  Small companies could become the biggest beneficiaries.

• America Has No Alternative To Industrial Policy

  By J. Bradford DeLong

  The United States has overwhelming reasons to go all in on industrial policy.

• Why High-Income Clients Should Halt Pre-Tax 401(k), IRA Contributions

  By Ed Slott

  Start trimming IRA and other retirement account balances now to use today's historically low tax rates.

On The move

• N.D. Advisor Team Managing About $225M Jumps to LPL From Cetera

• Homrich Berg Appoints Chief Marketing Officer

• AlphaTrAI Boosts Executive Roster

• TOVA Wealth, A New $400M AUM Firm, Joins Sanctuary Wealth

• DWS Strenthens Real Estate Credit Business