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In search of adviser tech’s holy grail
An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.
Are asset managers giving plain old funds a green tint?
The greenwashing trend is raising eyebrows among advisers who wonder whether firms are just jumping on the ESG bandwagon.
Protecting client data in account aggregation
It’s up to advisers to communicate with investors who need help with understanding the management of risk across multiple accounts.
Tax perks nudging employers to help pay workers’ student loans
Most employers have tuition-reimbursement budgets, though they hardly spend them. Those budgets instead could go to student loans.
Sharing the student debt load
The freeze on student loans has been a financial lifeline for many. That hasn’t been lost on employers, who are juicing up benefits.
Tech platforms ease investing in alts
Technology is opening up access to alternative investments, often getting around high minimums by combining multiple, smaller investments into a single fund.
Alts may provide the lift 60-40 portfolios need
As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.
Custodians tap into a rising tide in the RIA industry
Fueled by gains in the independent channel, tech-friendly firms are tweaking the custodial model and posing new challenges for incumbents.
Diversity, Equity & Inclusion 2021 Lifetime Achievement Winner: Shundrawn Thomas
The efforts of Shundrawn Thomas might seem almost subtle, but they are not. In fact, little about Thomas, the president of Northern Trust Asset Management, is subdued, although his demeanor and general presentation suggest otherwise.
Cashing in on the collectibles craze
Baseball cards, wine, even dinosaur bones can help diversify a portfolio, as demand for the items surged during the pandemic.
How to be good at collectibles
Some of the keys to successful card investing include buying rare, good condition cards of established players, said Bart Brewer, an adviser at Global Financial Advisory Services.
Clients are upping charitable giving in the wake of the pandemic
Although the biggest reward of giving is psychological, the tax benefits can make doing good feel even better financially.
Deepening the adviser-client relationship
Introducing clients to tax-efficient ways to give, such as using a donor-advised fund, can help them do more with their gifts. But charitable intent, rather than tax benefits, should be the primary motivation for clients to give.
How high can RIA valuations go?
From pixie dust to private equity, myriad factors have contributed to the historic M&A surge in the space — with no end in sight.
Worry, but don’t worry too much about inflation
Inflation is the major focus of market watchers thanks to a host of unique and unfamiliar circumstances that include record government stimulus spending.
Accelerating AI: Why advisers and automation need to collide
Advisory firms are moving to adopt AI tools to achieve their growth objectives, but it’s not easy, partly because firms lack the data connectivity that’s needed for AI to operate efficiently.
AI in 2021: RIA use cases
With just a few clicks, an adviser can submit a task on behalf of a client, something that would otherwise require extensive knowledge and time-consuming coordination between various operational teams.
Special-needs planning is about much more than ABLE accounts and trusts
When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important.
Working with autism, from experience
Autism comes with challenges in a business that centers on relationships, but it often linked with an extreme interest in topics people are passionate about.
Financial planning can be a lifeline for cancer patients
New research involving patients with aggressive blood cancer found a 53% higher survival rate over 12 months linked with financial planning intervention, as well as help from nurses and pharmacists who helped identify assistance programs.
