This content is from: The Big Question RIAs, the Biden White House, and IAA's Expectations Karen Barr, the president and CEO of the Investment Adviser Association, discusses the legislative and regulatory changes that could impact the industry. By John Kimelman November 30, 2020
This content is from: Wealth Management As Nation Gnashes Its Teeth, Advisors Breathe Sigh of Relief “A Biden White House with a GOP Senate means that we would get all the sweets without the indigestion.” By John Kimelman November 06, 2020
This content is from: Investing Predicting a Biden Win? Consider the Taxes, Locking in Gains on Stocks The Democratic nominee’s plans to end President Trump’s “tax giveaway” to the “wealthiest one percent.” By John Kimelman August 25, 2020
This content is from: Investing Trump, Biden, and What the Candidates Mean for Portfolios Clients need to be talked “off the ledge” and reminded how easy it is to miscalculate an election’s impact on markets. By John Kimelman August 04, 2020
This content is from: Practice Management If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not Advisors may not need a full-fledged succession plan like everyone says. A simpler contingency plan can suffice. By John Kimelman December 04, 2019
This content is from: Wealth Management High Net Worth Clients Are ‘Deathly Afraid’ of a Warren Presidency. What Can RIAs Do? An advisor playbook for the 2020 election. By John Kimelman October 15, 2019
Sponsored Balancing Growth and Protection for Your Clients Sponsored by Lincoln Financial Group November 29, 2021
Sponsored Commercial Real Estate and Inflation-Resistant Income By Onay Payne, Portfolio Manager, and Richard Schaupp, Portfolio Manager, Clarion Partners Sponsored by Clarion Partners November 22, 2021
