Stories by Robert F. Greene
Strategy · 2d ago
Coordinated QOZ and tax-loss harvesting can cut capital gains bills
Strategy · Sep 28
Hendershott Wealth's $360M AUM Shows Niche Strategy Outperforms Generic Marketing
Strategy · Sep 21
AI reshapes advisory role, but trust and judgment remain core
Strategy · Sep 2
Family Balance Sheets Often Harbor Hidden Concentration Risks
Strategy · Aug 31
Why the $84T wealth transfer hinges on earning heirs' trust, not just transferring assets
Strategy · Jul 8
Fixed Income's Role Endures: Compounding, Forced Selling, and the Advisor's Counterweight
Strategy · Jul 1
AI Personalization Without Trust Fails: Rewiring Operating Models for Growth
Strategy · Jun 19
Ultra-High-Net-Worth Clients Demand Credit, Planning, and Investment Depth—Not Concierge Add-Ons
Strategy · Jun 17
Advisors Help Clients Define Purpose Beyond Portfolio Returns
Strategy · Jun 9
Advisors Rethink Practice Management with AI, Dynamic Planning, and Scalable Systems
Strategy · Jun 5
Financial Advice Industry Embraces Casino-Like Products, Critics Warn of Growing Risks
Strategy · Jun 1
Tax Management Becomes Year-Round Portfolio Discipline as Advisors Prioritize After-Tax Returns
Strategy · May 29
Post-Sale Wealth Shock: How Advisors Can Help Entrepreneurs Navigate Real-Time Net Worth Volatility
Strategy · May 28
Estate Planning as Retention: $84 Trillion Transfer Demands Advisor-Family Engagement
Strategy · May 26
Bucketing and Private Markets: How Advisors Keep Clients Steady Through Volatility
Strategy · May 20
Volatility as a Test of Advisor Credibility: Preparation Over Prediction
Strategy · May 14
Advisors Shift from Information Gatekeepers to Strategic Coordinators as AI Commoditizes Technical Expertise
Strategy · May 11
Beyond AUM: Why Advisory Firms Must Prioritize Durability Over Scale to Survive
Strategy · May 7
Engaging Heirs Before the $84 Trillion Wealth Transfer: A Strategic Imperative
Strategy · May 2
What drives working Americans to seek financial advice
Strategy · May 2
How an independent RIA can grow beyond AUM in 2026
Strategy · Apr 29
Ultra-Rich Adopt Barbell Strategy: Safety Meets High-Conviction Bets on AI and Infrastructure
Strategy · Apr 27
Strategy: the case for naming a successor before you need one
Strategy · Apr 27
Balancing Experience and Automation to Build Scalable Advisory Teams
Strategy · Apr 25
Strategy: why the next great wealth firm will be an HR firm in disguise
Strategy · Apr 20
The Illusion of Holistic Planning: Why Advisors Need Dynamic Frameworks Over Static Assumptions
Strategy · Apr 16
Human Advisors Remain Central as Tech Tools Automate Routine Tasks, Freeing Time for Behavioral Coaching
Strategy · Apr 8
Tailored Communication Outweighs Frequency in Client Engagement, Advisors Find
Strategy · Mar 31
Private Credit Faces Liquidity Test, Not Solvency Crisis, as Redemption Queues and Software Exposure Stir Concerns
Strategy · Mar 26
Proactive Tax Planning Strategies for Retirement, Divorce, and Wealth Transfer
Strategy · Mar 17