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11.21.2023

Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Interest Rates and Emerging Risks

Industry News/Trends

A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very often relate to new technologies. Remember when we composed letters and papers on a typewriter?…

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11.14.2023

Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor

Industry News/Trends

In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…

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10.27.2023

InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows

Industry News/Trends

Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…

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10.12.2023

Advisor Perspectives – Best Practices for Selling a Family Business

Industry News/Trends

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I came to know a gentleman who, years before we met, sold the business he and his late father had operated for more than three decades. He did very…

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