Barron's Advisor POV

The $124 trillion wealth transfer is under way, but career disruption risks turning inheritance on its head.

Take the $1,000 “birth bonus” by all means, but pause before funding the tax-deferred account that comes with it, advises Carson Wealth’s chief tax strategist.

Clients of financial advisors may need to ask for extra information, but advisors can do themselves, and their clients, a favor by having an in-depth conversation about long-term performance.

High-net-worth taxpayers who concentrate their philanthropic donations during this tax year can avoid new deduction floors and ceilings that kick in Jan. 1.

Certain traits consistently stand out to buyers—strong organic growth, a solid management team, and profitability—but there are many more variables to consider.

Unpartnered is not synonymous with unprepared, and it most certainly does not mean unsuccessful. It means you’re the architect of your own financial future.

If annuities are to become more broadly adopted in 401(k)s, consumer education and product innovation are needed, argues the CEO of Brookfield Wealth Solutions.

Raised on crypto, Coachella, and influencer culture, the high-net-worth cohort now controls 11% of global wealth, according to the latest Capgemini World Wealth Report

Investors buying marquee sports franchises dominate headlines, but a growing ecosystem of alternative investments offer more accessible entry points for high-net-worth clients.

Taxes have nearly doubled for certain uber-rich Evergreen State residents. Moving to California is one viable, if extreme, solution.

Tax treatment and portfolio concentration are two important considerations for employees trying to figure out whether this is a good time to exercise their options. It might not be.

Investors can be tempted by higher-yielding options that inject much more risk into their portfolios.

Housing-related sectors may struggle if mortgage rates climb on expectations of higher inflation.

This young advisor got his big break after seeing an opening on social media.

Each persona employs distinct behaviors and strategies but all prioritize intentional practice design, a study found.

Many of the structural forces that turbocharged American market performance are at turning points, leading to greater uncertainty in markets.

Investors who bought deeply discounted bonds in 2022 or 2023 may face a de minimis tax when those bonds mature.

Real asset funds are currently available in employer-sponsored plans. They can help diversify 60/40 portfolios, the author argues.

Wall Street is trying to expand access to private investments to mom-and-pop savers, but one veteran investment advisor warns that risks abound.

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes.

They help build stronger teams, elevate culture, and give advisory firms a foundation to scale with confidence.

Advisors can grow their businesses by deploying inclusive language, online messaging, and even office décor to appeal to a range of prospects.

More firms should recruit wealth management prospects straight out of college—then help them succeed by giving them a sense of purpose, support, and skills.

Today’s advisors are finding creative ways to get wealthy clients to stop hoarding their cash in retirement and spend money to enrich their lives.

Implementing GRATS, IDGTs, and swap powers can position portfolios for market rebounds while keeping pace with economic shifts and life events.