by
Evan Simonoff
As clients demand ever more complex services, the need for cohesive teamwork is continually expanding.
by
Evan Simonoff
Word has it that some of Wall Street's most sophisticated institutional brokerage firms are discovering that competing with the big IBDs and custodians is a lot harder than they imagined.
by
Evan Simonoff
One of the privileges of editing a magazine is getting to work with some remarkable people.
by
Evan Simonoff
The challenge for financial advisors in 2022 may well be to create ways for clients to convert higher levels of wealth into things that give them satisfaction and meaning.
by
Evan Simonoff
People are relocating at a faster rate than usual. Advisors already are seeing this and there's nothing wrong with it.
by
Evan Simonoff
Suddenly, the term “supply-side economics” is taking on a very different definition from what it meant half a century ago.
by
Evan Simonoff
If young investors are attuned to what's going on, they can gain a sense of the time value of money. It's a lesson worth a lifetime.
by
Evan Simonoff
Just when the reopening was proceeding in a fashion that elevated expectations about a return to normal life, the Delta variant upended everyone's summer.
by
Evan Simonoff
A stream of new clients was just one of the several reasons RIA firms enjoyed the best year in their history in 2020.
by
Evan Simonoff
In his first 50 or so days in office, President Biden barely mentioned the words “tax increase.” Then on or about on St. Patrick's Day, he dropped the bomb.
by
Evan Simonoff
The final tally isn't in, but all evidence indicates that baby boomer retirements have soared in the last 15 or 16 months.
by
Evan Simonoff
How a public health crisis managed to become so politicized speaks to how divided we are.
by
Evan Simonoff
After a long, wretched year that few of us could have imagined, light at the end of the tunnel is visible...
by
Evan Simonoff
Very few financial advisors or asset managers ever meet a client who says he wants to invest in companies that pollute the environment, create toxic waste dumps, discriminate against employees or...
by
Evan Simonoff
One thing that almost all Americans, Jeff Bezos likely exempted, can agree on is that 2020 can’t end soon enough.
by
Evan Simonoff
If we emerge as a more grateful, supportive society, all the suffering of 2020 won’t be for nothing.
by
Evan Simonoff
It’s probably a safe bet that 2020 isn’t turning out in a way that any advisor or their clients expected one year ago.
by
Evan Simonoff
College was supposed to be a time when young adults form a long-term perspective on what they want to do in life. Today, they are trying to figure out what to do next month.
by
Evan Simonoff
Six months into this public health crisis, and it's clear that the viability of the RIA business model has been reaffirmed.
by
Evan Simonoff
The SEC’s decision to require RIAs to disclose Paycheck Protection Program loans has unleashed something of a brouhaha within the profession.
