Investment Insights for Financial Advisors

Step one: Formalize the partnership. That’s what we recommended for this father-and-son advisory duo.

Rules work differently for each class of beneficiary.

Direct indexing is becoming a key addition to financial advisors’ toolkits.

You don’t know what you don’t know when investing.

Advisors will get fuller view of clients’ financial picture.

Plus, some advice for women investors.

Returns aren’t the only answer, or even the best one.

Amid ‘outlook season,’ we must beware of this tendency.

Financial advisor Cody Garrett challenges conventional wisdom on where advisors can add value, contributing to Roth or traditional tax-deferred accounts, and more.

Consider your clients’ goals to determine how you can be most effective.

Saurabh Sud takes a broad approach, from investment-grade to high-yield to emerging-markets bonds—wherever the opportunities take him.

The chief investment strategist looks toward a turbulent 2023.

Roth IRAs, charitable distributions, and 529 conversions deserve advisors’ attention.

Certain phrasing can help your clients think long term about their finances.

Here’s how income taxes hit an IRA that is payable to a trust when the owner dies.

Here’s how to grow your practice without sacrificing excellent service to clients.

The Morningstar Quantitative Rating knows U.S. model portfolios all too well.

A simple way to boost investment performance without adding risk.

Marci Bair, Nicole Casperson, and Georgia Stewart forge their own paths.

A look at how Notice 2022-53 has affected the tax code.

Where he sees opportunities and risks today.

At the Future Proof conference, direct indexing was everywhere.

Use this checklist to find the method that will work for your client.

The sinister side of behavioral science in product design.

Here’s how psychological factors shape financial management.

Don’t let limited plan options prevent clients from investing the way they want.

Understanding what your clients value can help drive your conversations.

Those who can ride out the tough times should be rewarded.

It’s a useful tool in some situations, but not an easy cure-all.

Investors have more choices but face greater complexity.

Here’s how advisors use technology, according to the T3/Inside Information software survey.