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Blackstone REIT in media cross hairs over valuation
Sketchy math dogs private market investments sold to retail investors.
The return of client events
Events are a great way to strengthen your bond with clients, and registrations and attendance have come roaring back.
Fossil fuels, food, and farming – investors need to look through the same lens
The travails of meatpacking company JBS is a warning to investors, who must stay attuned to the risks associated with similar stock.
Fiduciary commitment should be table stakes
Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors
Bridging the wealth gap: The power of financial education
By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.
Mastering patience: The timeless wisdom of ‘Don’t Fight the Fed’
It's easy to ridicule the central bank and predict a policy mistake, but history has taught us that doubting its strategy rarely ends well.
Wealth management must sell itself again
We are living in a golden age for our industry, but challenges lie in wait and we must proudly tout the value of our services.
Here’s why end-to-end technology is vital for advisors
Being an effective financial coach depends on providing a unified digital experience.
Set solid expectations and boundaries with new clients
Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.
Once again, IRS waives RMDs for beneficiaries subject to the 10-year rule
The new relief on required minimum distributions for this year builds on previous IRS relief for RMDs in 2021, 2022 and 2023.
The upcoming succession crisis
Succession concerns can be addressed by placing more focus on developing the next generation of advisors.
The paradox of rising markets
Winning new assets should be a core discipline for both wealth and asset managers, even if market gains are boosting their AUM without the hassles of marketing, advertising, or sales.
The undeniable value of niche advising
If you want to grow your advisory practice, don't try to be all things to all people. Specialize in a few areas and build your own niche.
James Caan estate case highlights rollover rules advisors need to know
An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.
Ways to network better with CPAs
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
Commonwealth case sends crystal-clear message
KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam
Reining in regulation by enforcement
The Financial Services Institute is asking the SEC to adopt a procedural framework to detect and prevent certain unfair enforcement practices.
Ensuring alimony payments continue despite premature death
One of the most effective ways to secure alimony against the risk of premature death is through life insurance.
Gen Z will need help – are you ready?
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
Firms and advisors need an alt-friendly tech solution
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
