Advisor's Edge March 2020 cover

March 2020

Conversations

With a child and a possible career change on the way, this couple needs a financial plan

A cave diver discusses death and taxes

Industry talk with new and veteran advisors

Sorting through the flood of information is a way to add value

The regulatory regime has not caught up to investors’ needs

Estate Planning

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

What is a no-contest clause, and what do executors need to know?

Life

Data and personalization are changing the business. Where does the advisor fit in?

ETFs

ETF growth is building proxy power for passive managers

Overreactions create opportunities for contrarians to move against the herd

The regulatory regime has not caught up to investors’ needs

Tax News

A Tax Court case shows what can happen to unsupported claims

Market Insights