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September 2024

Too Much Of A Good Thing?

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High profits are going to force the RIA culture to change in unsettling ways.

How The Wealth Effect Spawned A Soft Landing

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Economic narratives keep shifting as the market cycles get longer.

What's Going On In Your Conversations?

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Any good talk with clients should involve their inner story. Don't disregard it.

Four Types Of Financial Bubbles And Their Implications

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Two factors can serve as early warnings of where and when a financial-market bubble might burst, and whether it will hurt the economy.

Foundations And Real Estate Donations

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While some dismiss the idea of donating real estate, there can be good reasons.

Backdoor Twists And Mega Turns

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Despite shifting political winds, Roth IRA conversions currently still offer high-income clients ways to protect retirement money.

Climb The Wealth Ladder And Serve The Ultra-Affluent

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Legacy planning services represent a major way to attract and serve the ultra-wealthy.

Safeguarding Business Assets During Divorce

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Here are six strategies to help safeguard clients' business assets when marriages come apart.

Income Investors Need Not Fear The Fed

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Locking in rates now will protect portfolios from any rate drop fallout, advisors say.

Private Equity Dives Into Sports Investing As Valuations Boom

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Sports team ownership, once the dominion of individual billionaires, is making room for private capital.

Owning Individual Stocks: A Loser's Game

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Most stocks have reduced rather than increased shareholder wealth.

Buffer ETFs Provide Comfort At A High Cost

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For certain clients, these vehicles can make lots of sense.

A Flexible Way To Reduce Equity Volatility

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The Calamos Growth and Income Fund uses convertibles to enhance yield and mitigate risk.

Retirees Rally Around RILAs

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Registered index-linked annuities have benefited from Fed moves and demographic trends.

IRS Rule On Inherited IRAs A Letdown, Not A Surprise

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The agency has clarified that account inheritors must take distributions annually over a maximum of 10 years.

Who'll Manage Your Clients' Wealth When It Passes To Their Heirs?

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Without effective estate planning, it might not be you.

Worried About Rocky Markets? Consider Alternative ETFs

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An alternative strategy used with other funds might reduce a client's stress.

Advisor Emporium

AssetMark To Offer Philanthropic Services Through TIFIN Collaboration

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AssetMark has begun to offer its advisors the ability to incorporate a number of philanthropic services as a result of a collaboration with AI wealth platform TIFIN.

Editor's Note

Remarkable Profits, Amazing Challenges

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Anytime industry profits reach the average of 38.4% ... it's inevitable that new competitors will emerge.

Frontline News

Is The U.S. Retirement Crisis Real? Depends On Whom You Ask

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A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.

How To Invest Like Members Of Congress Who Won Big

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These ETFs emulate the stock trades some congressional members have used to make hefty profits.

Tax-Loss Harvesting In Volatile Market All About Timing, Advisors Say

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Deciding what and when to sell isn't always easy, they say.

Savers Still Think They Need $1.8M To Retire, Schwab Says

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But their concerns about inflation and market volatility have eased.