Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in the next 12–24 months. Advisors who offer a consolidated, specialized...
Category: Investment Management
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Nuts and Bolts: Adding Private Markets to Existing Portfolios (DIY vs. Outsource)
Private markets used to feel like a distant part of the investment landscape, out of reach and reserved exclusively for institutions and ultra-high-net-worth investors. That is no longer the case, and more advisors are now looking under the hood at the mechanics of private markets to see how…
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Business Operations, Client Experience, Growth, Investment Management, Outsourcing, Wealth ManagementThe Boardroom View: 5 Key Metrics to Track for Wealth & Trust Growth
Trust and wealth executives are navigating a landscape where growth is accelerating, and so are the challenges. Global assets under management reached $135 trillion in 2024 and $147 trillion by June 2025. With wealth management now driving more than 80% of net flows, executives need to focus on…
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Expanding Your Impact: Year-End Charitable Giving Strategies with Donor-Advised Funds
As the year draws to a close, many clients enter the traditional “giving season” with an eye on both their financial plans and their charitable goals. Year-end is a prime time for financial advisors to help clients review their philanthropic priorities and maximize available tax benefits before December…
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Private Markets Unlocked: 5 Myths and Misconceptions
Public market volatility and ongoing economic uncertainty make it challenging for advisors to build resilient, diversified portfolios. That’s why more financial professionals are turning to private markets to find new avenues to capture the drivers of long-term growth.
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Private Markets. Unlocked. How Mind Over Markets Shapes Investment Outcomes
Many of you know I had the great fortune to grow up in San Diego during the ’70s and ’80s. For some people, those years were all about mega-malls, Walkmans, and neon leg warmers. But for me, it was always about the ocean. The endless horizon and the…
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Private Markets 101. Unlocked.
Public Markets: A Shrinking Opportunity Set For decades, public markets were the primary avenue for building wealth. They’re familiar, liquid, and transparent. Many advisory practices were built around guiding clients along that path. But that path is narrowing, and it’s happening fast.
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Dismantling the Myths and Misconceptions of SBLOC
What if your clients could get liquidity without selling a single investment? Many advisors still think SBLOCs are risky or complex. It’s time to change that thinking.
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Estate Planning, HNW/UHNW, Investment Management, Next Generation, RIA, Tax Management, Values-Driven Investing, Wealth ManagementTurn Donor-Advised Funds into a Year-Round Tax and Wealth Strategy
Empower Clients to Save More and Give More Most charitable giving and tax planning get squeezed into the busy final months of the year. But waiting until December means missing out on smarter financial moves that could be made much earlier, during the summer, or throughout the year.
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Estate Planning, Financial Planning, HNW/UHNW, Investment Management, Next Generation, Tax Management, Values-Driven Investing, Wealth ManagementTrust Departments and Wealth Firms Collaborating on Client Solutions
As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer meets their needs. They seek broader diversification, smarter tax strategies, and long-term support to manage family wealth. Clients want portfolios tailored to their…
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Big Tech’s Big Bang Recovery Drives U.S. Stocks to New Highs in Q2 2025
So, how did the markets really do in the second quarter? And what should you keep an eye on next? Let’s take a closer look beyond the numbers at what drove the markets this quarter.
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Why SBLOC Belongs in Every Advisor’s Toolkit
As a financial advisor, you’re often expected to be a guide through every phase of your clients’ financial lives. Whether it’s a large tax bill, tuition, or a real estate closing, clients often need fast, flexible access to liquidity.
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Smarter Tax Strategies with Direct Indexing
Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom line.
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The Power of Outsourcing Investment Management for Trust Departments
As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client meetings, regulatory requirements, financial planning, and investment decisions while keeping up with the latest market trends. It's no wonder that many trust departments find…
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Tax Optimization Strategies for a Changing Financial Landscape
In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax optimization isn’t just a strategy; it’s a way to position yourself as the advisor clients rely on to protect and grow their…
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Year-End Charitable Giving Strategies for HNW Clients
As December 31 approaches, many people turn their thoughts to charitable giving. Whether the impetus is related to spending down an anticipated year-end bonus, maximizing tax incentives, honoring a loved one for the holidays, or part of an overall giving plan, this time of year can be one…