Insights

John Alexander, cofounder of &Partners, lays out the Four S Model — size, support, structure, and shares — and makes a clear case for why advisors who want real ownership and control should rethink the wirehouse status quo.

President Trump’s new bill introduces sweeping tax and spending changes. Read about implications — from tax cuts to estate planning and market risks.

&Partners cofounder Kristi Mitchem explains why experts are calling the upcoming $84 trillion “Great Transfer” the most consequential wealth shift in history — and what you can do to prepare.

It’s a time for quality. Our midyear market commentary explains why we recommend high-quality investments to help manage turbulent markets and an unclear outlook.

Alternative investments can play a valuable role in diversifying your investment portfolio. We break down what they are and why now might be a good time to consider them.

Explore how 2025 tax changes could impact retirement plans and accounts as well as, HSAs, Social Security and gifting.