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Expert Views

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What Does A Good Financial Advisor Bring To The Table?

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It is the advisor's job to tell their clients about the many areas where a good advisor adds value.

Smarter Ways To Gift And Transfer Carried Interest

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Heed the power of derivative contracts, but beware of the vertical slice rule.

Sponsored Content: Homer Smith's Three-Pronged Strategy For Success

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Advisor Homer Smith and his team at Konvergent Wealth Partners made a crucial decision to focus on one affluent niche.

How A Client's New Year's Resolutions Can Lead To Business

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Clients' commitment to New Year's goals could influence their investing strategy.

Guaranteed Income Plans Only Work in Studies--So Far

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Too many experiments in paying struggling households a set stipend are too short.

Best Practices: 2024 Income Tax Planning

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Here are ways to help high-net-worth clients navigate the impact of the IRS' changes to income tax brackets.

11 Social Media Mistakes To Avoid

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Canned content is a fast way to lose an audience.

Acquisitions And Consolidations In Consulting Create Landmines

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One of the most prominent landmines in consulting acquisitions is the clash of organizational cultures.

What You Can Learn From Nobel Laureates

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Buy low-cost (securities), hold for a long time and avoid paying taxes.

The Introverts Have Taken Over The U.S. Economy

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During the pandemic, a lot of Americans had to stay home--and many discovered that they preferred staying in to going out.

Navigating The Ethical Landscape Of AI

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By embracing AI ethically, we can strike a balance between innovation and responsibility.

Hooray, Connecticut Is No Longer The Richest State

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The the Nutmeg State has slipped into second--which may signal a welcome decline in regional inequality.

Has Your Firm Outgrown Its Culture?

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A firm's culture is often the deciding factor when it comes to an advisor choosing to make a move.

Sponsored Content: Want Loyal Clients? Do This!

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Offering comprehensive wealth management can greatly improve client loyalty.

Succession Planning In The New Year

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A good succession plan can help make your practice a better business.

9 Ways To Explain Fees To Prospects

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Commissions should be presented as being like sales taxes.

The Single Best Way To Turn Prospects Into Clients

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Crafting total client profiles is the best way to drive prospects to work with you instead of your competitors.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

Why Wealth Managers Miss Philanthropic Opportunities

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There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

When You And The Client Have Opposing Political Views

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You can disagree on politics, but you can still do business.

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