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NOVEMBER 20, 2021

TECHNOLOGY

eMoney Changes Its Vision of Financial Planning

Samuel Steinberger

With its new features, eMoney is trying to help advisors focus less on software management and more on advising.

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HIGH NET WORTH

Two New Income Tax Surcharges Included in Build Back Better Act

Jennifer B. Goode and Thomas Pauloski

An unwelcome tax surprise may await business sellers and non-grantor trusts.

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SPONSORED CONTENT

Transitioning Your Business: Your Comprehensive Guide to a Seamless Move

Sponsored by LPL Financial

Thinking about transitioning your business undoubtedly raises questions and concerns.

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ETFS

60/40 Isn’t Dead … but It Might Need Vitamins

Brad Zigler

A few tweaks to the traditional 60/40 portfolio may be enough to keep clients happy and healthy over the upcoming market cycle.

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RETIREMENT PLANNING

Six Retirement Planning Lessons From Netflix's 'Squid Game'

Paul Tyler

How to make sure your clients avoid playing games with their retirement funds.

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REGULATION AND COMPLIANCE

SEC: RIAs Often Mischarge Clients

Patrick Donachie

A new alert from the commission’s Division of Examinations found that many RIAs are miscalculating fees and often overcharging clients, risking enforcement actions.

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SPONSORED CONTENT

Client Engagement In the Digital Age

Sponsored by Docupace Technologies

Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.

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REAL ESTATE

Inflation Fears are Driving More Investors Towards Commercial Real Estate

Beth Mattson-Teig

Recent real estate industry research supports the notion that real estate assets provide some protection in inflationary periods.

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INDUSTRY

Hightower Makes Hybrid Work Permanent

Diana Britton

Hightower will shift to a 50/50 hybrid working model early next year for its over 200 corporate employees; it's also giving its staff more paid time off, expanded parental leave benefits and the chance to work from anywhere for four weeks a year.

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HIGH NET WORTH

Advising Clients on Their Automobile Collections

M. Peter Neumann

Great and rare cars are coveted and increasingly viewed as fine art.

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SPONSORED WEBINAR

Picking Winners Is a Losing Game: Lessons Learned From Moneyball

Sponsored by New Age Alpha

This webinar on Tuesday, Nov. 30th will cover how to apply a moneyball approach to investing and portfolio management. You'll learn how to get your clients to focus on the right question: how can we avoid the losers?

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REAL ESTATE

Top 19 Markets for Multifamily Rent Growth

WMRE Staff

Apartment rents have been going up pretty much everywhere over the past year. But which markets have seen the biggest increases?

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HIGH NET WORTH

COVID-19 and Gift and Estate Valuations: One Year Later

Angela Sadang

The many uncertainties that still linger create a rare planning opportunity.

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