Expert Views

• Helping Clients Transition To Retirement Communities

  By Angie M. Stephenson

  How financial advisors can guide clients in considering retirement community living.

• Have A Problem? Get A Partner!

  By Bryce Sanders

  Getting another person's perspective can identify problems early before too much damage is done.

• Forget Waiting For ‘Perfect' Wealthtech. UMH Platforms Can Help You Today

  By Jack Sharry

  The individual components of a unified managed household platform will still add value to your work right now.

Latest Top Lists

• U.S. Pension Funds Leave Something To Be Desired

• 10 Best-Paying Cities For Financial Advisors

Investment Perspectives

• The Second Derivative

  By Jared Dillian

  The second derivative is everywhere in finance.

• Gundlach Sees Inflation Approaching 5%, Deficits Hurting Dollar

  By Evan Simonoff

  U.S. inflation is rising and "no one knows if it's transitory," the DoubleLine CEO said.

• Warren Buffett's Favorite Writer Shreds The Value-Growth Quandary

  By Evan Simonoff

  The divide between value and growth investing isn't as clear-cut as it seems, says Oaktree's Howard Marks.

• Equities Shrug Off Disappointing Jobs Report

  By Saira Malik

  Improvements in global vaccination rates should create opportunities in both emerging markets equities and U.S. small caps.

• A Curse Worse Than Cash

  By Kenneth Rogoff

  Cryptocurrency advocates are politically connected, but regulators simply cannot sit on their hands forever.

On The move

• Former Wells Fargo Team Joins Raymond James Employee Channel

• Former RayJay Team Partners With Perennial To Join LPL Hybrid Platform

• Shawn Mihal Joins LPL As EVP, Institution Services

• Thrivent Hires Ryan Armock As Operations Director

• Texas Team With $150M AUM Partners With LPL OSJ To Join Platform

• Kathryn Graves Unger Joins HTLF Board Of Directors