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JANUARY 24, 2022

PEOPLE

Twenty Original Financial Planning Aphorisms

John Kador

Pithy truths from working financial advisors.

FULL ARTICLE

REAL ESTATE

Investors Spend Big on Cell Phone Towers and Rooftop Antennas

Bendix Anderson

Cell towers have become a lucrative investment opportunity for real estate investors looking for alternative property sectors.

FULL ARTICLE

SPONSORED CONTENT

ESG & Socially Responsible Investing Expected to Grow Within 5 years

Sponsored by Parametric

Environmental impact is driving client interest and firm screening for SRIs

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CAREERS

The New 3-Legged Stool for Success

Matt Oechsli

Many of today’s most successful advisors have had a change in priorities.

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HIGH NET WORTH

Ultra-Rich Americans Are Asking BofA’s Katy Knox Some Unusual Questions

Katherine Doherty

The head of Bank of America’s private bank oversees a group managing customers ready to invest at least $3 million. Business is booming, she says.

FULL ARTICLE

SPONSORED WEBINAR

Satisfying Clients’ Demands for Sustainable & ESG Investing

Sponsored by Clarity AI

Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients.

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