Menu

Commentary

Financial and investment commentary and columns.                   Ask Abby Abby Salameh is the Chief Marketing Officer for the Fusion Advisor Network. Building Bridges Patricia Angus is the founder and CEO of Angus Advisory Group LLC. Career Moves Mindy Diamond is president of Diamond Consultants, of Chester, N.J. College Planning Lynn O'Shaughnessy is a college consultant, author and speaker.       Court Opinions Attorney Gregory Monday is a shareholder in the law firm Reinhart Boerner Van Deuren. ETF Liquidation Watch Michael Martin is a Managing Director at ETF Global and the Head of ETFG University. Fix My Business Anne Field's areas of specialty include small business and management. Generations Kevin McKinley CFP is Principal/owner of McKinley Money LLC.       The Inner Game Matt Oechsli is author of Building a Successful 21st Centure Financial Practice. Inside the Litigation Lion An inside view of trends in SEC/FINRA regulatory and compliance issues. Investment Alert Mr. Lewitt has spent the last 25 years in the securities industry and the last 20 years in the investment business. The Legal Rep. Patrick Mahoney is an attorney based out of Manhattan Beach, California.       The Marketing Pathway Pat McClain is a senior partner and founding principal of Hanson McClain Advisors in Sacramento, Calif. The Market's Meaure An easy-to-follow metric signals ongoing market strength. Notes on Retirement Mark Miller is a journalist and author who writes about trends in retirement and aging. Philathropy Tax e-Letter A unique take on current issues in the fascinating worlds of philanthropy, tax and estate planning.         The Positive Story Project Hartley Goldstone, J.D., MBA, delights in being surprised by profound questions. The Social Media Advisor Kevin Nichols is the Director of Coaching for The Oechsli Institute. South Gotham Dr. Daniel Crosby is a behavioral finance expert. Talking ETFs Richard Keary is the Founder/Principal of Global ETF Advisors LLC.       Technology Review Reviews of new technologies relevant to wealthmanagement professionals. Tomorrow's Advisor Stay up to date on advisor regulatory requirements, practice management and best practices. The Wealth Consigliere Jeff Spears is Founder and CEO of Sanctuary Wealth Services. Issues in Retirement Planning Michael J. Jones is partner at Thompson Jones LLP.     Most Recent Commentary and Columns    

Highlights
SUBSCRIBE

Trusts & Estates will keep you informed with in-depth, peer-reviewed articles that will establish your authority on estate law, tax issues and wealth management. PLUS full access to PREMIUM content - ONLY $13.25/month

Editor's Letter: October 2016
Editor's Letter: October 2016
Oct 19, 2016
This is a quick note to thank all of the attendees who came out for our WealthManagement.com Industry Awards program in late September. The awards seek to recognize firms with specific initiatives that help financial advisors better serve thei...
John Taft
Regulatory Pendulum Gets a Huge Push From Wells Fargo
Sep 26, 2016
As a nuclear scientist and professor of physics at Yale, my father used to stand in front of his undergraduate classroom holding a skull-crushingly heavy metal ball attached by a cable to the ceiling of the lecture hall. He’d let it swing...
Don’t Avoid the Performance Talk
Aug 22, 2016
Eric Clarke, CEO of Orion Advisor Services, believes that financial advisors are doing a disservice to their clients by missing out on a critical opportunity to demonstrate value. How? By avoiding the “performance talk.” ...
Load More