Whether it's buying a waterfront home, a publicly traded real estate investment trust, an apartment complex or investing in a trophy high-rise building, wealthy Americans need and want real estate exposure.
The ability of real property to provide income and diversification to a portfolio filled wit
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Some advisers point to the recent lost decade for non-US equities as just the reason to go more global
Behavioral finance continues to garner attention as more advisers seek ways to coach clients from making bad financial decisions based on emotions
Financial advisers who want to learn more about behavioral finance should consider educating themselves on the topic
Managers need to manage these risks to ensure their clients' net worth lasts for generations.
For ESG funds to attract more dollars, advisers are going to have to embrace the concept more enthusiastically than they have in the past
