Editor's Note

Trends in Wealth and Asset Management

T. Neil Bathon

The Impact of the Coronavirus Crisis: Challenges to the Asset Manager and Financial Advisor Value Chain

Tracy Needham
Jason Dauwen

Smaller, Bigger, and Better Trends in the Business of Financial Advice

Michael Kitces, MSFS, CFP^®, CLU, ChFC, RHU, REBC, CASL

Coronavirus as a Mass Inflection Point

Mike Van Wyk

Engaging Clients in the 'New Normal'

April J. Rudin

The Future of Financial Planning Is Intelligent: Good News for Advisors

Andrew Altfest, CFP^®

Creating and Coaching a Cohesive Team

Brian Ullsperger, CIMA^®

Client Segmentation and Its Impact on Growing Enterprise Value: A Facilitated Discussion with Three Successful Advisors

Frank Zecca
Doug DeGroote
Michelle Smith

Evaluating the Impact of Private Equity in a 60/40 Portfolio

Nick Veronis
Joseph Burns

Building a Successful Private Equity Portfolio from Scratch: A Practitioner's Guide

Dean Roney, CFA^®

A Model Approach for Evolving Times

WisdomTree Advisor Innovation Team

The Coronavirus Crisis: What's the Same? What's Different?

Kathryn M. Kaminski, PhD, CAIA^®
Ying Yang, MFE

Investment Data Compliance: Revised SEC Guidelines for 2021 and Beyond

Richard W. Jackson, CIMA^®
Daniel Quinn

Women in Wealth '100-Day Scholarship Giveaway'

Recent CIMA^®, CPWA^®, and RMA^® Certificants