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MARCH 19, 2021

HIGH NET WORTH

Twelve Potential Biden Tax Changes to Keep an Eye On

Simon Levin and Donald A. Kress

There may be only a brief window to take advantage of expiring traditional planning tools.

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MARKETING

Meghan, Harry and the Importance of Crisis Management

Amber Melville-Brown

What lessons can advisors learn from the Windsor's recent incendiary interview and Buckingham Palace's measured response?

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SPONSORED CONTENT

What Does Your Future Hold?

Sponsored by Cetera Financial Group

4 Ways Advanced Professional Designations Help Drive Business Growth

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ETFS

The 20 ETFs with the Worst Three-Year Returns

Aniket Ullal, CFRA Research

Oil and gas funds have performed the worst over the past three years.

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MINDY DIAMOND ON INDEPENDENCE

Ten Practical Tips to Conduct a Strategic Due Diligence Process

Mindy Diamond

Mindy and Louis Diamond discuss a "checklist" for advisors exploring independence.

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