Billion-Dollar Teams Are Opting For Independence Advisors embracing an entrepreneurial mindset in how they serve clients is no longer a trend. It is the new standard, as the rise of mega-teams opting for the Independent RIA model…

Regulators are opening the door to private equity in retirement plans. For some, it could mean higher returns. For others, it could mean bigger risks than they bargained for. For years, your 401(k) menu has been the…

In the interest of full disclosure, I have been a subscriber to personalized primary care experience provider, MDVIP, for the past eight years. I am obviously a satisfied user, and frequently recommend the service to others. When…

Within our industry, it is easy to assume that every individual or household should work with a wealth manager. The reality is more nuanced. Some investors are fully capable of navigating their financial lives independently, especially as…

Great performance means little if you can’t trust the people behind it. True trust isn’t just about investment results. It’s about communication, execution, and confidence that every detail is handled right. Here’s why trust, not returns, is…

Last September (2025), I sat down for an interview with local Hawaii journalist Rob Kay who writes the Tech View column for the Honolulu Star-Advertiser. The theme of the interview was to get my take on the…