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Distinctive perspectives informing advice done well
All About Advice – No. 1
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.
AndPartners Tops $25B in Client Assets to Start 2025
An ambitious start for a new wealth management firm aimed at changing the industry for the better.
Ramifications of The One Big Beautiful Bill
President Trump’s new bill introduces sweeping tax and spending changes. Our latest market commentary explores the key implications — from tax cuts to estate planning and market risks — and shares our recommendations for investors.
A Time for Quality
High-quality investments can help you manage turbulent markets and an unclear outlook. Learn more in Prism.
The Great Transfer
&Partners founder 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 now to prepare. First published in Financial Advisor IQ ThinkTank on June 12, 2025.
The Alternatives Opportunity
Alternative investments can play a valuable role in diversifying your investment portfolio. Read more about what they are, how they have become more accessible to individual investors, and why now might be a good time to consider them.
Positioning portfolios for 2025
Preparing portfolios for the unpredictable includes exploring alternatives other ways to help enhance your diversification. Learn more in Prism.
Tax Considerations
Explore how 2025 tax changes could impact retirement plans and accounts as well as, HSAs, Social Security and gifting.
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