Expert Views

• 5 Considerations When Hiring A New Planner

  By Hannah Moore

  The advisor industry needs to do a better job of laying out a welcome mat for new recruits

• Too Few Of Your Executive Clients Are Seeking Stock Options

  By Allen Injijian

  Executives need to know that asking for stock options as part of their compensation is not taboo.

• 14 Ways To Establish Credibility In Your Local Market

  By Bryce Sanders

  Start with highlighting your credentials, your experience and your dedication.

• Non-Competes, Non-Solicits And Non-Accepts, Oh My

  By Jeff Nash

  Dealmaking on the part of mega-aggregators and large consolidators has increased steadily over the past decade.

• DOL Rule Brings A Trillion-Dollar Opportunity For Advisors

  By Ed Slott

  The rules should remind advisors of how important IRA rollover decisions are to clients

Private Wealth

• F1 Mogul's Ex-Wife Builds Family Office To Manage Divorce Riches

  By Ben Stupples

  Slavica Malic received one of the U.K.'s largest divorce settlements in 2009.

• Leading The Charge Of Philanthropy In Financial Services

  By Russ Alan Prince

  Invest in Others is a nonprofit organization focused on amplifying the philanthropic efforts of financial professionals.

• Melinda French Gates Exits Foundation With $12.5 Billion

  By Sophie Alexander

  The philanthropist said she will use her billions to back causes related to women and families.

• How Focusing On Taxes Delivers Superior Wealth Management Results

  By Russ Alan Prince

  Brad Tedrick of WFY Wealth Management discusses how they provide greater value to their clients.

• Sylvester Stallone To Auction $2.5 Million Patek Philippe In Sotheby's Trove

  By Chris Rovzar

  The Hollywood star will sell 11 timepieces at Sotheby's on June 5.

Latest Top Lists

• The Best Domestic Airline Rewards Programs

• The 10 Healthiest U.S. Cities

Investment Perspectives

• Commercial Real Estate--Is Now The Time To Invest?

  By Jeff Buchbinder

  Commercial real estate continues to face headwinds in a post-Covid-19 world.

• The Diminishing Role Of Active Funds

  By Larry Swedroe

  As evidenced by S&P's SPIVA reports, actively managed equity mutual funds persistently underperform.

• Higher For Longer? Rates Could Be Higher Forever

  By Allison Schrager

  If borrowing costs remain elevated, there will be greater downside risk for investments. But it's not all bad.

• Preferred Securities: Still Our Preferred Non-Core Bond Sector

  By Lawrence Gillum

  The LPL Research Strategic and Tactical Asset Allocation Committee maintains its positive view on preferreds.

• Sector Returns During A Fed Pause

  By Jeff Buchbinder

  The financial and energy sectors are typically the top-performing sectors during long pauses.

On The move

• Edward Jones Recruits JPMorgan Advisor Who Managed $250M

• Raymond James Lures $800M Advisor Quintet From Commonwealth

• Miracle Mile Advisors Adds CIO To C-Suite

• Foundation Source Appoints Two New Executives

• Stratos's New Division Adds Two Firms

• Tech Guru John Sweeney Is Appointed President Of AlphaTrAI