NOVEMBER 28, 2024

RETIREMENT PLANNING

America’s 30 Safest and Wealthiest Retirement Towns

California and Arizona are big winners; Florida, not so much.

HIGH NET WORTH

State of the Art: Succession Planning for Art Collectors

Collectors often see their collections as extensions of themselves, which can complicate rational decision-making during succession planning.

HIGH NET WORTH

Americans Weigh Golden Visa Options in Aftermath of Trump Win

Despite backlash in Europe on programs that offer residency and citizenship through investments, there are still ways to move overseas.

WEBINAR

GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Sponsored by Orion, AcquireUp, Practifi & InterVal

Join this dynamic 90-minute event as experts will showcase how leading technology firms are empowering advisors to drive growth, improve client satisfaction, and scale their practices.

Download Now >

Trending Podcasts

RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman

Wealthstream's Michael Goodman describes his philosophy and approach behind managing a successful wealth advisory firm and serving clients with meaningful wealth and complex financial needs.

The Diamond Podcast for Financial Advisors: UBS Comp Plan Changes and the Impact on Advisors

Louis Diamond offers UBS advisors a perspective on the firm’s compensation plan changes, which were announced on Nov. 21.

WMIQ

Advisor Sentiment Index: Confidence in the Economy, Stock Market Climbs Higher

In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.

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