Wealth Think

The One Big Beautiful Bill Act left depreciation recapture rules unchanged for income-producing properties, complicating the tax situation for real estate investors.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.

Investors are asking AI for help picking a financial advisor. Yet some firms remain invisible to AI. Here's how to get Claude or ChatGPT to name you.

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.

Evaluating private equity performance is notoriously difficult due to lack of transparency. Asking these 3 questions makes it easier for financial advisors.

The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.