AUGUST 5, 2022

ESTATE PLANNING

Matthew Erskine

If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.

RIA NEWS

Ali Hibbs

Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week.

WHITE PAPER

Sponsored by Commonwealth Financial Network

The optimal client experience is key to an advisor’s success.

TECHNOLOGY

Aaron Klein

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

ETFS

Nir Kaissar

The longer people dabble in them, the worse off they’re likely to be.