News Feed

Many advisors want asset managers to do more than provide access to investments. A new Cerulli report suggests they should emphasize practice management strategies rather than business growth.

Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.

The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.

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.

From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.

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

From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.