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Advisor's Edge March 2020 cover
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March 2020

Advisor's Edge

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

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

A cave diver discusses death and taxes

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

ETF growth is building proxy power for passive managers

Industry talk with new and veteran advisors

A Tax Court case shows what can happen to unsupported claims

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

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

Overreactions create opportunities for contrarians to move against the herd

The regulatory regime has not caught up to investors’ needs