Wealth Think

To succeed as an investment professional, you must take a holistic view of your investment strategy.

Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela

At your next meeting with clients who express a strong interest in philanthropy, discuss ways to optimize their charitable giving by donating appreciated crypto with a DAF.

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.

Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.

After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

Wealth management should be aware of these factors and how they impact products and processes.

The near doubling of the capital gains tax rate would have a large impact on the net profit from any sale of any capital asset.