The Crucial Question in Wealth Management Structure: Who’s the Boss?
Matthew Liebman, Founding Partner and CEO of Amplius Wealth Advisors, was recently featured in Investor Magazine with an article exploring an important question in wealth management: Who ultimately comes first when interests are not perfectly aligned?
Top Wealth Advisors
Congratulations to Patrick Swift, Matt Liebman, and Aaron Marks for making the 2026 Forbes | SHOOK Research Best-in-State Wealth Advisors list!
This recognition reflects a commitment to thoughtful advice, strong client relationships, and doing the right thing over the long term. The ranking is based on rigorous, in-person due diligence and is not influenced by fees.
Source: Forbes.com (Awarded Apr 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 – 6/30/25.
Link to Methodology: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/
Which Billing Model Is Best for RIAs and Their Clients? FAs Weigh In
In a recent piece for Financial Advisor IQ, Patrick Swift discusses the importance of aligning client interests with fee structures. Check out his full perspective at the link below.
Investor or Trader: Why the Difference Matters
Matt Liebman, Partner and CEO at Amplius, contributed to Investor Magazine on a question that sits at the center of long-term investing discipline: are you investing, or are you trading?
Advisors weigh the risks and rewards of adding new business lines
New lines of business can keep clients ‘sticky,’ but they can also be costly and time consuming for advisors trying to run their practices.
Not Everyone Needs to Hire a Wealth Manager, But Many Would Benefit From One: A Framework for Making the Decision.
Within our industry, it is easy to assume that every individual or household should work with a wealth manager. The reality is more nuanced.
Plan Now for Clients’ Long-Term-Care Needs, FAs Say
Long-term-care services are among the many wild cards clients might need to handle, and financial advisors are taking steps to mitigate that risk.
Tis the season to discuss charitable giving, advisors say
The fourth quarter is typically when advisors sit down with clients to discuss charitable donations and a whole lot more.