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July/August 2024

2024 RIA Survey & Ranking: RIAs Confront Their Own Success

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Our annual survey shows that what RIAs have built has great value … and people see it.

Growth: Time To Point Some Fingers

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More growth in our industry means having some accountability.

Top 5 Marketing Trends Of 2024

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Some new ideas stand the test of time and help you better reach your target audience.

An Open Organization, Not A Transparent One

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Our firms need feedback from the bottom and leadership from the top.

The Whole Philanthropic Picture

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There are both emotional and rational benefits of holistic advice, which should include philanthropy.

Don't Look Now, But Your Valuation Is Slipping

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Savvy acquirers are learning to value the long-term profitability of client relationships.

The Risk Score Isn't Everything

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There's a better way to construct portfolios than scoring risk tolerance.

The ‘Secret Sauce' For Helping The Ultra-Wealthy

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Advisors need branding, new services and a secret sauce to deliver them, said experts at INSITE 2024.

Insurance For The Ultra-Wealthy's Protection And Growth

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Private placement life insurance offers benefits as an investment vehicle.

This Micro-Cap Fund Generates Big Returns

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The Oberweis Micro-Cap Fund builds its portfolio via behavioral finance.

Preventing Second Home Dreams From Becoming A Nightmare

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New costs and aggravations have put people off buying a second property.

A Crucial Window For Estate Planning

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Exemption amounts under the Tax Cuts and Jobs Act are set to expire, making now an essential time for clients to revisit their estate plans.

Look Out: Here Come The Sovereigns As RIA Investors

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The stake sold by Fisher Investments to the Abu Dhabi Investment Authority might be a harbinger of things to come.

Editor's Note

Private Equity Has No Beta

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Private equity is going to play an ascendant role in the maturation of the advisory world.

Frontline News

States Stepping Up Efforts To Tax Former Residents, Advisors Say

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States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.

Equity Market 'Laggards' Are Poised For Growth, Capital Group Managers Say

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A resilient economy has set up subpar performers for future success, said equity manager Caroline Randall.

IRS To Crack Down On ‘Basis Shifting' Tax Avoidance By Business Partnerships

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The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.

Edelman Sees Ethereum ETFs Driving Up Token Price Fivefold

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The crypto advocate sees bitcoin and ether coins on a parallel upward trajectory over the next six years.