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Expert Views

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The Hottest Office Market In America Is…Midtown Manhattan?

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Yes, vacancy rates are up. But thanks in part to all those new buildings on the far West Side, so is overall occupancy.

9 Questions Every RIA Should Ask Their Custodian

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It's critical to perform thorough due diligence when choosing a custodian.

Dealing With Bull Markets--They Don't Last Forever

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Bull markets average five years. They might run longer, but not forever.

Buffett's Florida Bet Bodes Well For Troubled Insurance Market

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Resurgent risk appetite from reinsurers suggests the acute phase of the state's property crisis may be ending.

The Downside Of Custodian-Provided Software For RIAs

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These “free” tools often come with hidden costs, such as limited functionalities and lackluster support.

Should Advisors Jump On The Threads Bandwagon?

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A new microblogging platform has emerged. Should advisors get on board?

Cybercriminals Are Coming To Get Your Clients' Assets

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Cyber threats and what wealth managers will be forced to do about them will disrupt the industry.

A Playbook To Understand Young Investors' Fears

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The Playbook team developed a platform and app that educate users on building wealth.

Dealing With Bear Markets

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Here are some tips on how to address bear markets with clients.

6 Expert Strategies For Advanced Special Needs Planning

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Each step is vital in creating a comprehensive plan that accounts for each individual's unique circumstances.

Maine Is The New Florida For Climate Migrants

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The millions of Americans who migrated to the Sun Belt are now contemplating how to escape its blistering summers.

Yes, A Recession Is Still A Possibility

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Predictions of a “soft landing” seem both premature and hard to square with some of the data.

How To Tell Where The Global Economy Is Headed

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A focus on a nation's saving rate and its allocation of human capital can help provide clarity.

Three Closing Strategies Beyond The Obvious

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Here are three different strategies to close the business.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Bidenomics Won't Cure Inequality. It May Prolong It

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The benefits of new technology will slowly spread throughout the economy, even without government intervention.

Why Do Clients Leave Advisors?

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There are many reasons why clients leave advisors. Here are some ways you can convince them to stay.

More Deposit Insurance Won't Make Banks Safe

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Instead, create a backstop that encourages them to act responsibly.

The Critical Role Of Competent And Ethical Financial Planning

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By obtaining CFP certification, advisors can better serve their clients and stand out amid challenging market conditions.

Going Off Script In Retirement Conversations

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

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