Expert Views

• Sponsored Content: What Your Clients Want From Life--Men Vs. Women Edition

  By Paul Lofties, Catherine McBreen

  Advisors need to understand their clients on a deeper level than just their assets.

• How To Talk To Employees About A Changing Retirement Landscape

  By Robert Patton

  A person's financial situation directly impacts their "wellness," regardless of their account size.

• 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.

Private Wealth

• The Top Of The Art Market Appears To Be Crumbling

  By James Tarmy

  Expectations were low ahead of the bellwether May auctions in New York.

• Melinda French Gates's $12.5 Billion Creates Path To Unrestricted Giving

  By Anna Edgerton

  Like MacKenzie Scott, Gates now has a fortune to deploy for her own charity work.

• 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.

Latest Top Lists

• The Best Domestic Airline Rewards Programs

• The 10 Healthiest U.S. Cities

Investment Perspectives

• The Long, Slow Decline in Fund Manager Fees May Be Ending

  By Aaron Brown

  A small and secretive corner of the exchange-traded fund business may be key to reversing the fortunes of traditional asset managers.

• 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.

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