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...
Author: Jules Lewin
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Unlock More of Your Clients’ Retirement Assets with AssetMark’s Self-Directed Brokerage Accounts (SDBAs)
Today’s investors expect more from their retirement portfolios. They want more control, better personalization, and smarter strategies that fit their goals. Many are looking to their financial advisors, not only their plan sponsors, for guidance. In Schwab’s national 401(k) Participant Study, nearly three quarters of workers said they…
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Meeting Clients Where They Are: The ACE Program Approach to Next-Gen Advising
Key Takeaways Most financial advisors are built to serve clients who are ready for a plan. But what about the
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Always Be Learning: Advisor Trends Shaping 2026
In a crowded, tech-enabled market, who you are matters as much as what you offer. As advisory firms grow through 2026, culture, purpose, and trust are becoming powerful differentiators.
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Wealth Isn’t Affluence—It’s Well-Being
In today’s rapidly evolving financial landscape, one idea is becoming increasingly clear: wealth is no longer defined solely by affluence. Younger generations are reshaping what prosperity means, and that shift is changing the role of advisors along with it. As Elizabeth Husserl — registered investment advisor, author, and…
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Investment Outsourcing in Bank Trust: The 2026 Build vs. Buy Guide
As trust and wealth leaders prepare for the 2026 budgeting cycle, they face a landscape defined by steady but moderate growth, rising operational demands, and a demographic shift reshaping client expectations. Global assets under management (AUM) reached $147 trillion by mid-2025, according to McKinsey—showing positive growth that is…
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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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2025 AssetMark Advisor Insights: Private Markets Report
Advisors are signaling that private markets are no longer optional in client portfolios. They are a strategic necessity. The 2025 AssetMark Advisor Insights: Private Markets Report shows client demand for diversification, exclusivity, and inflation protection is accelerating.
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5 Strategies for Creating Extraordinary Impact
As a financial advisor, you naturally think about the future. Your job, at its core, is to help people plan, prepare, respond, and adjust. Adding another layer to that, you probably think about the future of your business, your finances, and your life beyond business (no matter how…
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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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Rate Cuts and Resilience — What Q3 Meant for Your Portfolio
We’ve reached the end of the third quarter and it’s time to assess the markets. What were some of the big drivers and takeaways? Let’s check in.
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Improving Client Service and Retention: Wealth Management Solutions for Bank Trust Leaders
Legacy Clients and Rising Expectations: Bank Trust and the Next Generation For CEOs, CFOs, and leaders of trust departments, the landscape is changing rapidly. The Great Wealth Transfer is no longer a distant forecast. Cerulli Associates now projects that $124 trillion will move to heirs and charities through…
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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…