Adviser Angle
Adviser Angle: Advice for Advisers
Latest
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How Google AI Tools Can Give Financial Advisers the EdgeIf your advisory firm uses Google Workspace, you're in a good position to adopt its AI tools to boost productivity and cut costs, with some key provisos.
By John O'Connell, MBA
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Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
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Old Annuities Carry Untapped Potential for You and Your Clients: Here's WhyAnnuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.
By Jake Klima
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From ETFs to Direct Indexing — Why It Makes Sense to Move Across NowETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.
By Paul R. Kenney Jr., CFA®
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Why Financial Advisers Will Benefit as Google Shakes Up Financial ResearchGoogle's free, AI-powered financial research platform is going up against established providers, giving advisory firms more options for research and analysis.
By John O'Connell, MBA
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3 Questions That Reveal the Best Age to Take Social SecurityThe Social Security decision should reflect how clients want to spend, withdraw from wealth and experience retirement. Here's how advisers can find that out.
By Matthew Sommer, PhD, CFA®
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Investing in Farmland: A Scarce Asset With High PotentialInvesting in farmland can offer a natural hedge against inflation and positive returns with lower volatility, driven by rising food demand and new technologies.
By Jeff Carlin, CFA®
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Are You Ready to Go Upmarket? What Advisers Need to KnowIf you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
By Ben Sullivan, CFA®, CFP®
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New to Advising Ultra-Rich Clients? How to Rethink Your FirmWorking with ultra-high-net-worth families doesn't mean rebuilding your firm, but offering advice that is structured, empowering and intentional. Here's how.
By Jeffery Coyle
