Expert Views

• Sponsored Content: Is Your Tech House In Order?

  By Paul Lofties, Catherine McBreen

  Here's a look at some of the ways today's affluent clients view fintech.

• Sponsor Insights: How To Help Clients Avoid The Potential Trap Of Single-Stock Positions

  By Columbia Threadneedle Investments

  If left unmanaged, equity awards in company stock may lead to concentrated positions that put clients' wealth at risk.

• Why Advisors Should Stop Buying Prospect Lists And Adopt AI

  By Jeff Koeneman

  Overreliance on lists ignores advances in technology--especially AI.

• 3 Steps To Helping Clients Involved In 'The Great Wealth Transfer'

  By Joshua Belfiore

  Advisors have to be proactive to ensure clients seamlessly transition their assets.

• Are Clients Complaining About Rising Food Costs?

  By Bryce Sanders

  If your client puts more effort into grocery shopping, they should be able to bring their weekly costs down.

Private Wealth

• A Family Office For A Trillionaire

  By Jerry D. Prince and Russ Alan Prince

  By 2030, the private wealth industry will be meaningfully different than it is today.

• Zuckerberg Passes Bezos To Become World's Second-Richest Person

  By Alex Perry

  Mark Zuckerberg's bet on the metaverse has paid off in recent months.

• How Advisors Can Combat Feelings Of Isolation Among The Wealthy

  By Jacqueline Sergeant

  Nearly 75% of uber-wealthy clients aren't comfortable talking about their wealth, says Bernstein Private Wealth Management.

• 2035: The Top 1% Net Worth In The U.S.

  By Jerry D. Prince and Russ Alan Prince

  By 2035, the wealth gap will widen, and the 1% will control at least 70% to 80% of the world's wealth.

• NYC Town House With 83-Foot Climbing Wall Hits Market For $20 Million

  By James Tarmy

  A local landmark, it has an outdoor rock climbing wall rising over the glass roof.

Latest Top Lists

• The 10 Best U.S. Cities For Retirees

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

Investment Perspectives

• America's Protectionist Policies Are Backfiring

  By Anne O. Krueger

  Unilateral US tariffs and economic sanctions have only raised prices for American consumers.

• How My Hard Economic Landing Forecast Went Wrong

  By Bill Dudley

  But keep the champagne on ice. We're not in the clear just yet. The key to avoiding a recession lies in the labor market.

• The Stock Market Is Becoming A Dumping Ground

  By Nir Kaissar

  The quality of smaller listed companies has deteriorated as it gets easier to raise private capital.

• Surge In Wealth Should Reduce Retirement Worries

  By David Kelly

  The wealth surge is having important effects on the economic environment.

• Public Or Private Debt For Fixed Income Allocation?

  By Larry Swedroe

  Given the choice of private and public credit, the data strongly points to investors allocating most, if not all their credit allocation to private solutions.

On The move

• 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

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

• Homrich Berg Appoints Chief Marketing Officer