Wealth Think

Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.

The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.

Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.