Bill Loftus

Founding partner

Bill Loftus is a founding partner of Coastal Bridge Advisors. With a career spanning over 30 years, he has held senior executive positions at Merrill Lynch and Smith Barney as well at Coastal Bridge, which he co-founded in 2008.

His passions are financial education and philanthropy. He has been featured on Fox Business Channel and the Dow Jones Advisor Show.

Investment strategies

QSBS exemptions are underused and underappreciated. That needs to change

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.

By Bill Loftus

July 17

TRENDING

Practice and client management

Advisor headcounts are going away. Recruiters say it's about time

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

By Dan Shaw

May 4
Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

May 3