7 Bill Pay Must-Haves for High-Net-Worth Clients
Adhering to these seven tips will help you build trust and long-lasting relationships with HNW clients to build a profitable and sustainable business.
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How to Plan a Seamless Transition Back Into the Office
Discuss and strategize with your team today to create a smoother tomorrow.
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When the Bond Market Gives You Lemons, Make a Ladder
A rules-based strategy and a move into BB-rated corporate bonds may benefit fixed income investors who are wary of the current yield environment.
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Hotel REIT Preps Deal to Give Brookfield Control in Bankruptcy
Debt-burdened Hospitality Investors Trust Inc., which owns about 100 hotels, is in talks for a takeover by Brookfield Asset Management.
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Tax Day: How Investors Can Have Their Cake and Eat It Too
Through an effectively structured tax-managed investment strategy, investors can meet goals even in a challenging year like 2020. The savvy investor uses losses now to offset gains later, thus managing their tax burden.
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Michael Kitces' #FASuccess Podcast: Jonathan Kuttin on Getting Advisors Out of the Business of Prospecting
Kuttin Wealth Management's Jonathan Kuttin describes how his business grew more by getting advisors completely out of the prospecting business and focused on the client experience.
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Eight Steps for Effective Family Giving
The understanding of philanthropic best practices has evolved.
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Mindy Diamond on Independence: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent
Independence isn't right for everyone.
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Three Advantages of a Custom Passive SMA for the Taxable Investor
An ETF may be a tax-efficient option for the taxable investor—but a custom SMA can be even better. Learn what else this choice can provide.
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Twenty Content Ideas for Financial Advisors
The quality of your content dictates whether people stop to read it and whether or not they like, comment or share it.
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In Historic Kimco-Weingarten Merger, Two Shopping Center Stalwarts Combine Forces
The merged shopping center REIT will have a market cap of $12 billion.
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BlackRock’s Record-Breaking ESG Fund Looks Just Like a Big Tech ETF
The top holdings in the U.S. Carbon Transition Readiness ETF (LCTU) turn out to be Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc.
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Medicare Won’t Alert Clients About Part B Eligibility
It’s up to advisors to remain vigilant to help clients avoid the consequences of mistakenly delaying enrollment.
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Bitcoin ETF Drumbeat Gets Louder as Eight Issuers File With SEC
Billionaire Michael Novogratz’s Galaxy Digital Holdings Ltd. applied for a bitcoin ETF this week, joining a growing group.
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The 20 ETFs with the Greatest Inflows in the Past Month
BlackRock's U.S. Carbon Transition Readiness ETF (LCTU) took in $1.25 billion at its launch, marking the biggest inflow at inception in ETF history, and dwarfing all other funds over the past month.
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Coinbase Selloff After Trading Debut Spills Into Bitcoin Rally
Coinbase's listing is seen pushing crypto even more into the mainstream of investing, exposing legions of potential buyers to the digital asset class that have grown into a $2 trillion industry in little more than a decade.
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How Career Paths Can Address Wealth Management’s Talent Shortage
By having a visible, defined career path, your most promising future leaders will be motivated to stay and grow with your firm.
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Nine Must Reads for the CRE Industry (April 15, 2021)
NMHC President Doug Bibby has announced he is postponing his retirement until early 2023. Philadelphia real estate developer and former PREIT CEO Ron Rubin passed away at age 89, reports the Philadelphia Inquirer. These are among today’s must reads from around the commercial real estate industry.
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As Tenants Accelerate Office Return Plans, Investors See an Opportunity
Remote work was expected to devastate the office sector. But suddenly many firms are switching gears and pushing for the returns of workforces.
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Milwaukee’s Frank Crivello: What's Next
A look ahead from Frank Crivello, Milwaukee's Phoenix Investors.
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