Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.
David Edwards was a financial advisor in New York City who did enough business to take a few months off each summer to live on Nantucket with his wife and two children. Because he was the sole person in what Edwards called a lifestyle firm, he could leave work at 3 p.m., pick up his kids from school, spend time with them for after-school, homework, dinner, bath stories and bed.
Read MoreThe current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.
Read MoreAs millennials get older and start to make more money, they are becoming an increasingly important client segment for financial advisors. This is especially true given that advisors’ bread and butter — baby boomers — continue to age. Not to mention that the $34 trillion wealth transfer is coming.
Read MoreGather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity threats.
Read MoreRight now, workers who have access to 401(k) plans will be able to invest up to $18,500 next year, while participants age 50 and over will be able to put away $6,000 more. Under current rules, investors will not pay taxes on those contributions until a later date.
Read MorePresident Donald Trump and Congress have tussled this week over what meaningful changes, if any, to these retirement plans should look like. Earlier this week, Trump maintained that rules for contributing to 401(k)s should stay the same.
Read MoreIn investing, new technology such as smart-phones can kill off existing industries, or risk-taking in the banking sector can lead to a financial crisis. We often talk of building "all weather" portfolios for our clients to ensure that our clients achieve their financial goals no matter what craziness occurs in markets.
Read MoreYou’ve probably heard a million times how important it is to have a website or a blog. You hear it at the conferences you attend or read it on the blogs you visit. It’s been reiterated so many times that it’s become white noise to you at this point.
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