Traditional 60/40 portfolios are under pressure as bonds lose their reputation as the “safe” side of investing, prompting more investors to explore alternatives. Financial advisor Todd Bryant, CFP®, ChFC®, CLU®, AIF®, explains why structured notes and other alternative strategies are gaining traction, how much exposure may be appropriate, and why education and clear communication are critical when reshaping long-term portfolios.
Clients are overwhelmed by sensational financial content that prioritizes clicks over sound advice. In this piece, Peter V. Disch, Founder and Managing Member of Great Point Wealth Advisors, explains why advisors must refocus client education on real goals, time horizons, and emotions—not just market forecasts and performance metrics. He shows how listening to how decisions feel can matter as much as the numbers
How thoughtful planning, gifting, and communication can make family wealth transfers more effective.
Thomas Ruggie, ChFC®, CFP®, explains why thoughtfully selected alternative investments can strengthen a portfolio beyond the pursuit of higher returns. He explores how alternatives may add diversification, access niche opportunities like AI and space exploration, and provide psychological benefits by reducing day‑to‑day performance watching.
In this article, Garrett Taylor explores why successful succession planning is less about deal terms and more about continuity, clarity, and client experience. Drawing on real-world challenges faced by advisory firms, Taylor explains how operational discipline, technology readiness, and a phased transition can protect client trust and preserve a firm's long-term value and legacy.
Garrett Taylor of Coastline Wealth Management explains why exit strategies fail when advisors focus only on valuations and deal mechanics, and how operational clarity, service alignment, and a multi-year transition plan can preserve both client trust and the advisor's legacy.
Todd Bryant, CFP®, ChFC®, CLU®, AIF®, shares his firsthand experiences navigating clients through the complexities of firm consolidation in the financial advisory industry. Drawing on lessons from major mergers and personal transitions, Bryant emphasizes the enduring importance of trust, transparent communication, and personal relationships in ensuring client confidence and satisfaction during times of change.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explores how 1031 exchanges are evolving from simple tax deferral tools into sophisticated vehicles for generational wealth. Vizzi explains why adopting institutional-level discipline and scrutiny is essential for affluent families seeking to preserve income, reduce risk, and build a lasting legacy through DSTs and 721 UpREITs.
Darnel Bentz shares why now is the most promising time in 25 years to create "tax alpha" through proactive, tax-efficient portfolio management. Drawing on decades of experience, Bentz explains how evolving strategies and legislative awareness can help clients minimize tax burdens and grow wealth sustainably.
Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on real-life examples and recent tax law changes, DeHaan explores how proactive planning can turn short-term tax costs into long-term family savings, ensuring more of your legacy stays with your loved ones.
A $12.9 million sports card sale signals the continued emergence of collectibles as an asset class
Todd Bryant, CFP®, ChFC®, CLU®, AIF®, reveals how authentic stories—not just numbers—create lasting connections and trust between advisors and clients. Drawing on years of experience, Bryant explains why narrative is the key to helping clients understand, remember, and act on financial advice.
In his insightful analysis, Stan Gregor explores how transparency is the critical driver of successful M&A transactions in the wealth management industry. He highlights the risks of opaque private deals and explains why clear reporting and governance can elevate investor confidence and foster long-term growth.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explains why today’s affluent clients demand more than traditional portfolios. He reveals how mastering alternative investments and strategies like Qualified Opportunity Zone Funds is essential for advisors who want to help high-net-worth clients build lasting wealth, achieve tax efficiency, and create a legacy.
Summit Financial CEO Stan Gregor explains how decisions around cost-cutting, growth, product launch, and company culture should all be measured against one yardstick.
Balancing liquidity and risk is one of the key factors in managing clients' assets
Avoiding the pitfalls that business owners often face when delaying plans
In Solving the advisor talent crisis before it hits, Todd Bryant, CFP® of Signature Wealth Partners warns that without urgent action on succession planning, technology, and next-gen talent, the looming shortage of 70,000 advisors could leave clients underserved and the industry’s reputation at risk.
What clients should know about the risks and opportunities
Building flexibility into every plan is key to the new portfolio mindset
