Expert Views

• Residency Audits: What To Expect When You Move To Another State

  By Glenn Newman

  You can change residency and, if the proper steps are taken, do it successfully.

• Switching Firms Through A Lens Of Diversity, Equity And Inclusion

  By Ryan Shanks

  Many advisors want to ensure that firms they’re looking to join are not simply using diversity as a recruitment tool.

• No More Gift Tax Exemption? Additional Planning Strategies To Consider For 2021

  By Caroline McKay

  There are several wealth transfer strategies that can be considered by those wanting to make gifts.

Latest Top Lists

• 10 ETFs With Fat Yields

• 2021’s Best U.S. Colleges By Salary Score

Investment Perspectives

• Pulling Up The Inflation Anchor

  By Robert J. Barro

  The Fed should rethink its policies before the inflation genie has escaped from the bottle.

• Beware The Bitcoin-ARK-Tesla Connection

  By Lionel Laurent

  With day traders swarming, regulators need to keep their guard up.

• Central Banking's Brave New World

  By Jean Pisani-Ferry

  Leading central banks are now keen to take on responsibility for policy objectives they previously shied away from.

• Investors Are Too Exuberant

  By Jared Dillian

  The bullish case for stocks is always the most compelling at market tops.

• Stocks Remain Quiet. For Now.

  By Saira Malik

  Trading remained relatively subdued for a second consecutive week.

On The move

• Raymond James Taps Doug Brigman To Lead Insurance Group

• Rachel Bashore Named COO Of Hybrid RIA Good Life Companies

• Price Financial Joins Carson Partners With $172M AUM

• Cetera Affiliate Farpointe Adds Louisiana Firm With $190M

• Arnerich Massena Names Reegan Rae Co-CEO

• $110M Maven Bridge Partners With Kestra PWS To Go Independent