Wealth Think

Advisors who fail to build relationships with adult children before they inherit risk mass defections later.

Sitting on company stock just to avoid capital gains can expose concentrated positions to undue risk.

When AI providers use the increasingly vague catchphrase "human in the loop" as a verbal safety net, client outcomes and firm reputations are at risk.

Deals can falter when firm owners misjudge what it costs to replace themselves.

Regulators are stressing fiduciary and disclosure obligations for advisory firms. Adding human oversight to AI outputs is often the answer.

Smart advisors are using time gifted by AI efficiencies to recruit new clients and boost AUM, not improve their golf game, warns Ric Edelman.

Marketing materials rife with rote industry clichés can undercut an advisor's best pitch to prospects — their authentic voice.

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.