Expert Views

• Sponsored Content: Teach Your Clients Well

  By Paul Lofties, Catherine McBreen

  Clients want education around topics such as tax mitigation, asset protection and estate planning.

• The Case For Buying A House With Your Best Friend

  By Erin Lowry

  Joining forces with trusted pals makes sense for people who can't come up with the funds independently.

• Financial Advisors Need To Be Nimble Amid The Shifting Tides Of Emerging Technology

  By Mohan Gurupackiam

  The more effectively wealth managers can adapt to rapid change and incorporate new tools into their offerings, the more they will be able to thrive in a hyper-personalized and AI-driven world.

• Exciting Economics Is Often Misguided Economics

  By Tyler Cowen

  Breakthroughs in the field are rare, but we have an impressive catalogue of possible solutions to real-word problems.

• Broker-Dealers Beware: Common Pitfalls When Selecting A Surveillance Provider

  By Mike Overdorf

  By focusing on value over cost and prioritizing quality alerts, firms can navigate the challenges effectively.

Private Wealth

• How Rupert Murdoch's Succession Fight Became A Courtroom Thriller

  By Hannah Miller

  The drama surrounding the Murdochs has played out over several decades and across multiple continents.

• What It Takes To Be A Wealth Advocate In 2030

  By Jerry D. Prince and Russ Alan Prince

  Generative AI will dramatically transform the wealth management business.

• The Primary Source Of Financial Information For Wealthy Physicians

  By Jerry D. Prince and Russ Alan Prince

  Wealth managers who discuss tax issues with wealthy physicians have a competitive advantage.

• Michael Jordan Finds Buyer For His Suburban Chicago Mansion

  By Miranda Davis

  The 32,000-square-foot property boasts a full-size indoor basketball court.

• One Company's Mission To Power ‘Connected Wealth'

  By Russ Alan Prince

  BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.

Latest Top Lists

• The 10 Best U.S. Cities For Retirees

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

Investment Perspectives

• The Fed Is A Poor Guide For Stock Investors

  By Nir Kaissar

  The S&P 500 usually rises whether the central bank is raising or cutting rates. There are more reliable ways to decide on portfolio allocations.

• Assessing Geostrategic Risks In Investment Portfolios

  By Arne Noack

  New geostrategic focal points may present investors with requirements for new risk assessments, as well as interesting opportunities.

• Mortgage Rates Puzzle Is A Worry For Housing And The Fed

  By Conor Sen

  The logic of lowering borrowing costs to stimulate home purchases and spending may not apply this time around.

• The Fed Should Go Big Now. I Think It Will.

  By Bill Dudley

  An aggressive 50-basis-point reduction in interest rates makes sense.

• Why Real Estate-Focused ETFs Deserve Attention

  By Ron DeLegge

  If interest rates get cut, real estate could benefit, and so could REIT exchange-traded funds.

On The move

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

• Homrich Berg Appoints Chief Marketing Officer

• AlphaTrAI Boosts Executive Roster

• TOVA Wealth, A New $400M AUM Firm, Joins Sanctuary Wealth

• DWS Strenthens Real Estate Credit Business