Publications
Publications
Latest Articles
Transition Advice
How advisor succession, growth, and service expansion are driving the shift from solo practices to integrators and aggregators.
A Changing Financial Advice Industry
Key trends shaping financial advice in 2025, including advisor demographics, succession planning, and evolving practice economics.
The Advice Industry: A Reckoning
Industry leaders David DeVoe, James Grubman, and Mark Tibergien discuss consolidation, succession risk, and the future of advice.
Future-Proofing Your Practice
Rising-gen heirs have distinct needs and expectations. Learn how advisors can engage, educate, and retain the next generation of wealthy ...
Rising Gen Engagement and Education
Rising-gen heirs have distinct needs and expectations. Learn how advisors can engage, educate, and retain the next generation of wealthy ...
The Philanthropy-Minded Advisor: A Bridge to the Next Generation
Philanthropy can help advisors retain assets across generations. Learn how engaging Gen Z and millennials builds trust and long-term ...
The Legacy of Values
An ethical will preserves values, stories, and wisdom beyond wealth. Discover why documenting your legacy matters more than ever.
The Power of Pre-Experience
Simulation modeling helps wealthy families plan with clarity. Learn how pre-experiencing outcomes can reduce anxiety and improve wealth ...
TCJA 2.0 Implications for 2025 Gifting
With TCJA exemptions potentially changing after 2025, advisors must help clients assess when gifting now makes sense—and avoid fear-driven ...
The Great Wealth Transfer: Preemptive Measures
A historic wealth transfer is underway. Learn how advisors can engage next-generation and female inheritors to retain assets and deepen ...
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