Some clients tragically blow through their windfalls. Here’s how financial advisors try to help them preserve sudden wealth and use it to lead better lives.
A Sudden Windfall Can Lead to Financial Mistakes. Best Advice From Money Pros.
Some clients tragically blow through their windfalls. Here’s how financial advisors try to help them preserve sudden wealth and use it to lead better lives.
AdvisorHub Spotlight
Big news! Two of our very own advisors, Matt Liebman and Patrick Swift, have been recognized on AdvisorHub’s Advisors to Watch – RIAs 2025 list!
We’re proud to see their hard work, dedication, and client-first focus recognized nationally.
What’s next for the markets?
Matt Liebman of Amplius joins Asset TV to talk market volatility, global diversification, and why behavior matters more than ever.
Financial advisors don’t see ESG turnaround anytime soon
Wealth managers comment on the latest Morningstar report, which revealed a global retreat from ESG funds, with record outflows of $8.6 billion in the first quarter.
Retirement account swings keeping advisors busy soothing client nerves
The recent volatility in the stock market has retirement savers doing exactly what they shouldn’t be doing, according to financial professionals. And that’s constantly checking their account balances.
Or even worse, making rash portfolio decisions instead of sticking with the long-term plan they painstakingly created years ago with their advisor.
Is your wealth manager still ‘buying the dip’?
In a recent InvestmentNews feature by Gregg Greenberg, Amplius Wealth Founding Partner & CEO Matthew Liebman weighs in on how investors are responding to recent market swings.
“Our investment outlook is fairly neutral, so we’re neither aggressively buying nor selling. However, if a client is underweighted in areas of the market that have been selling off, we may adjust their allocation back in line with their target,” said Liebman.
As some investors lean in and others step back, Liebman emphasizes the importance of strategic balance over market timing.
How Next-Gen Financial Advisors Can Lure Young Clients Away From Older Advisors
Exciting news! Our very own Aaron Marks was featured in Barron’s, sharing insights on how next-gen advisors can attract and retain younger investors.
His key takeaway? TLC matters—younger clients want personalized attention, innovative strategies, and real engagement with their advisor.
Advisors who embrace social media, focus on short-term goals, and build trust will shape the future of wealth management.
Baby boomers not rushing to create wealth transfer plans
Baby Boomers & wealth transfer— What’s the holdup?
Despite projections of a $100 trillion wealth transfer, many baby boomers are holding onto assets longer than expected. In Investment News, Amplius Wealth Advisors CEO Matt Liebman (tag) explains how longer life expectancies, estate tax uncertainty, and evolving financial priorities are shifting inheritance strategies.
Are you rethinking your wealth transfer plans?