Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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5 Key Points to Consider Before You Claim Social Security
The big decision every retiree has to make is when to start taking Social Security benefits. Here are five things to think about as you weigh your options.
By Brett Gottlieb, Investment Adviser Representative
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Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
By Daniel Goodwin
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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Employers Will Find the Best Person for the Job in an Escape Room
Escape rooms can give employers a better indication of job candidates' strengths than a standard interview. Here's how your company can get on board.
By Neale Godfrey, Financial Literacy Expert
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The Paradox Between Money and Wealth: Finding the Balance
Wealth reflects a life organized around relationships, health, contribution and time — qualities that compound differently than money in a mutual fund.
By Richard P. Himmer, PhD
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Billed 12 Hours for a Few Seconds of Work: AI and Law Firms
The ability of AI to reduce the time required for certain legal tasks is exposing the legal profession's reliance on the billable hour.
By H. Dennis Beaver, Esq.
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General Partner Stakes: Why Investors Buy Into Private Equity
GP stakes in asset management firms offer exposure to private markets and are no longer just for the wealthy. Find out why it looks like a good year to invest.
By Christopher Zook
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5 Golden Rules We (Re)learned in 2025 About Investing
Some investing rules are timeless, and 2025 provided plenty of evidence demonstrating why they're useful. Here's a reminder of what we (re)learned.
By Evan T. Beach, CFP®, AWMA®
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How to Earn a Fistful of Interest on Your Cash in 2026
Is your cash earning very little interest? With rates dropping below 4%, now is the time to lock in your cash strategy. Just watch out for the tax implications.
By Jeremy Keil, CFP®, CFA®, CKA®
