Advisor's Edge February 2022 cover

February 2022

Advisor's Edge

Now is the time to review plans jolted by the pandemic

How do you convince a successful gambler and Bitcoin investor that he needs an advisor?

An entrepreneur shares how he built his wealth

Things are about to get (more) complicated for investors

After starting a side business selling insurance, an advisor went too far in claiming expenses

Building trust remotely is still a challenge

When does accounting become important?

How clients perceive their wealth relative to others affects their risk tolerance

Fintech partners are helping advisors manage investments, planning and compliance

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

Employees everywhere are rethinking work. Advisors are no exception.

The client-focused reforms put advisor titles and awards under scrutiny