Playbook

Lisa McCurdy is the founder and managing partner of The Wealth Counselor, a boutique estate and asset protection law firm serving high net worth families with complex, multigenerational wealth. She is also founder and CEO of Defining Legacy Group.

Dave Coenen is a Dutch chartered accountant and PhD researcher at Maastricht University, where his research focuses on the legal, accounting and corporate tax treatment of NFTs and tokenized assets. He is the developer of the ELFT Tokenized Assets Method, a framework for analyzing tokenized positions based on their underlying rights and obligations.

James Allen is principal at Delahaye Advisers, a Virginia-based financial consulting firm.

As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical barriers keeping regular investors out.

Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.

Betterment Advisor Solutions, formerly Betterment for Advisors and Betterment Institutional, is changing its platform fees into a tiered rate that begins at 0.20% for advisory practices with less than $10 million in the business, Betterment CEO Sarah Levy says.

Raghu Mittal is a general manager at EarnIn, a financial technology company providing earned wage access and financial tools to hourly and salaried workers. He previously led corporate and business development at several companies including Meta, Samsung and Dell.

Earn credit toward industry certification while staying up to date on key financial planning topics and strategies.

Jill Eubank is executive vice president, business professionals for finance and accounting, at Randstad USA.

As the U.N. renews its call for $1.3 trillion a year in climate finance, four leaders in climate finance say the biggest question for advisors is where that money goes.