Expert Views

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Attracting New Generations Of Affluent Inheritors

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The intergenerational wealth transfer from baby boomers to millennials and Generation Z presents major opportunities for financial advisors.

Single-Account Tax And Risk Management Fails Most Clients

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Research shows multi-account management yields the best outcomes for investors throughout their lives.

Why Clients Shouldn't Check Stock Prices Every Day

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Obsessing over stock prices leads to impulsive trading and anxiety

Deciphering Advisor Designations: The Fastest Route To Professional Advancement

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Numerous studies have shown that professionals who invest in their knowledge will generate better firm and client outcomes.

Sponsored Content: HNW Holistic SOS--Your Mission To Revitalize Wealth Management

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Bringing non-investment expertise into your clients' lives can help you add tremendous value.

Safeguarding Business Assets During Divorce

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Here are six strategies to help safeguard clients' business assets during a divorce.

An Alternative To Gifting For Estate Planning Exemptions

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Rather than racing to preserve money under expiring estate tax exemptions, what if you turned to life insurance instead?

Breakaway Advisors Need A Bridge To Independence

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Advisors contemplating a move should seek out a firm that is consultative in its approach and asks the right questions.

America's Vacation Culture Is Dying. Here's How To Revive It

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For some workers, the idea of taking time off just adds to their angst. But there is a way to make PTO less stressful.

How To Find Potential Clients In Your Local Community

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Here are eight resources where advisors can look for wealth in their local market.

The Nepo Baby Boom Is Only Going To Get Bigger

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Nepotism is nothing new. But the backlash to corporate diversity efforts will supercharge the power of those born into the C-suite.

Some Of Trump's Tax Cuts Worked, But At What Cost?

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2017's Tax Cuts and Jobs Act was effective in encouraging corporate investment, but rising deficits may make extending it unaffordable.

Sponsored Content: To Attract The Ultra-Wealthy, Partner With Them

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The vast majority of the ultra-wealthy want to be actively involved in day-to-day investment management decisions.

Biden's Rent Control Plan Will Make The Housing Crisis Worse

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Biden's plan to cap the increases large landlords can charge will only discourage more investment.

Contrasting Tax Overhauls: Project 2025 Vs. Democratic Reform

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Both sets of proposals would restructure the U.S. tax system, but in completely different ways.

Growing After Grief: Financial Independence For Widows

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Being prepared can make the difference between hardship and having a solid foundation to move forward.

Yes, Clients Can Save Too Much For Retirement

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Clients should save, but not to the point that they can't afford things that bring them joy.

Cultivating Your Undiscovered, 600-Person Contact List

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Researchers say the average American knows about 600 people. That's a lot of building blocks for growth.

Sponsored Content: What It Takes To Serve The Ultra-Wealthy

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By assembling and coordinating a virtual family office, advisors can offer the expertise that the ultra-wealthy want.

When Clients Are Flooding In, Scalability Is Only Means Of Survival

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Scaling is about enhancing your capabilities and adaptability in a cost-effective manner.

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