Practice Management
LATEST
The QCD: More Valuable Than Ever
Navigating new tax law when it comes to earmarking Qualified Charitable Deductions is part of an important client conversation.
The Future Series
LATEST
Microchips on the Brain
Computer chip technology promises a future that will revolutionize medicine, how people will live their lives and perhaps even redefine what it means to be human.
Markets and Investments
LATEST
The Measure of Alpha
If advisors go back to the original meaning of alpha, i.e., market inefficiency, then the search for alpha perhaps should be more focused on where and when market inefficiencies exist.
Industry Trends
LATEST
Subscription Model for Financial Services
The movement to subscription-based services is likely to grow further—and spread to financial advice—Millennials, who are favorably inclined toward subscription pricing, assume a more dominant consumer role.
Work/Life Balance
LATEST
The Health Benefits of Pets to Seniors and Special Needs Children
One of the best ways to improve physical and mental well-being may be through exploring the many health benefits of pets … especially for seniors and special needs children.
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