Financial Planning - June 2021

Future of work

While most plan to keep their physical workspaces, others are preparing to embrace the remote style of the pandemic.

More investors can now invest in private capital markets thanks to an SEC amendment that broadens criteria beyond wealth and income, writes Sophia Duffy.

Non fungible tokens aren’t vaporware, nor are they tulips — they’re blockchain’s promise, realized, writes Gregg Schoenberg.

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

As younger wives increasingly cede money matters to their spouses, advisors should urge them to know where and how they're invested, says trusts and estates attorney Sharon Bilar.

Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.

The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.

Despite a competitive fight among wealth managers for advisors, clients and industry AUM rankings, most practices are very small businesses — and some advisors want them to stay that way.

Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

Financial advisor Hannah Moore and more than 60 presenters are expanding access to instruction and networking for aspiring and underrepresented advisors.

Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

Advisors who leave wirehouses face key tax considerations to become successful RIAs.

The pandemic has ushered in an ultra-remote environment, complete with more video calls, more e-signing and, inevitably, more stress.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.