Expert Views

• Sponsors Insights: Can Strategic Asset Location Lessen The Impact Of Tax Friction

  By Columbia Threadneedle Investments

  Key points: Tax friction (or the reduction of returns due to taxes) can have a significant impact on wealth over time, and proactive asset location is essential to minimize this...

• Clients' Experience Hinges On Engaged Listening

  By Matt Halloran

  Engaged listening gives clients the space to form a deeper relationship with you.

• New York Can Show The U.S. How To Build More Housing

  By Conor Sen

  The city's rezoning plan is a step toward addressing severe shortages and gives the YIMBY movement a success that it can build on.

• RIAs Should Focus On Local Community For Organic Growth

  By Justin Wells

  Plenty of organic growth can be found close to home if advisors know how and where to look.

• What Should Be In An End-Of-Year Client Review?

  By Bryce Sanders

  Reviews send the message that you are paying attention and doing your job.

Private Wealth

• The Power Of Holistic Wealth Management For High-Net-Worth Individuals

  By Russ Alan Prince

  Bryan Bibbo of JL Smith Holistic Wealth Management discusses why a holistic approach is crucial for managing wealth for high-net-worth individuals.

• Buffett Gives $1.14 Billion In Berkshire Shares To Charities

  By Alexandre Rajbhandari

  Buffett is donating Berkshire Hathaway shares to four family foundations as part of a charitable pledge.

• Billionaire Salinas' Stock Is Trapped In Bizarre Trading Halt

  By Carolina Wilson, Michael O'Boyle

  The bulk of Ricardo Salinas Pliego's $10.5 billion wealth is tied up in a company poised to plunge in value.

• Quant Hedge Fund AQR Is Cutting Income Tax Bills For Wealthy Clients

  By Justina Lee

  With its new tax-optimization product, the firm wants to go beyond offsetting capital gains.

• This $25 Million Flatiron Penthouse Features A Gold Dome

  By Sarah Rappaport

  The apartment is spread over the top two floors of the beaux arts Sohmer Piano building.

Latest Top Lists

• Top 15 U.S. Places To Retire In 2025

• The Top 15 ZIP Codes With The Priciest Homes

Investment Perspectives

• The Fed's Next Big Policy Rethink Needs Rethinking

  By Bill Dudley

  The upcoming monetary policy framework review addresses some, but far from all, of the right questions.

• Trump's Impossible Economics

  By Jim O’Neill

  With Donald Trump apparently preparing to follow through on his promises of mass deportations, tax cuts and tariffs, it is only a matter of time before his supporters are disappointed.

• Bessent Has $6.7 Trillion Mountain Of Worry Waiting At Treasury

  By Robert Burgess

  The U.S. has an unusually high amount of borrowing to do next year, and it can no longer count on price-insensitive buyers.

• The Magnificent 7 Are Beginning To Look Average

  By Jonathan Levin

  The profit outlook for the group is converging with the rest of the S&P 500, but their valuations are not.

• Bessent Will Have to Fix America's Finances. Good Luck With That

  By Bill Dudley

  Managing the U.S. Treasury market and the nation's fiscal trajectory will be a lot more daunting than markets seem to recognize.

On The move

• Northwestern Mutual Team In Utah With $250M Jumps To LPL

• Raymond James Lands Ex-Morgan Stanley Team Managing More Than $514M

• Ameriprise Lures 2 Wisconsin LPL Advisors Who Handled $250M In AUM

• Raymond James Recruits Merrill Team Managing $1B

• Realta Wealth Names Head Of Advisor Relations

• AlphaTrAI Rebrands As Praxis