Advisor Insights Archives

startup employees negotiating equity grant

Advice on Startup Liquidity Mistakes: IPO Experiences with AJ Wealth

Our CEO, David Snider, sat down with Justyn Volesko, J.D., LL.M., Managing Partner at AJ Wealth, to learn more about his business, particularly for clients going through liquidity events, such as IPOs. AJ Wealth is a Wealth Management Firm on the Harness Wealth platform.

Investment Strategies for the Impact of COVID-19 (Coronavirus)

The COVID-19 (Coronavrius) pandemic has caused unprecedented changes in the stock market, and we believe that this is when experience, and the perspective that comes from experience, is particularly valuable.

Tax Planning vs. Tax Preparation: What’s the Difference?

Danielle McCarthy, CPA, MST explains the difference between tax planning and tax preparation, key tax optimizations you can make on your own, and how to most productively work with an accountant.

Harness Wealth Advisor Corner: The SECURE Act and Your Retirement

An overview of SECURE Act legislation from Harness Wealth firm Adviser Investments.

Our 2020 Predictions

In 2019 we brought over 850 of the best advisors onto our platform so we can help you find the right one for your needs. We’ve asked a few of them to share with us what they think will matter most for clients in 2020, whether in relation to politics, regulation/taxation, the economy, financial markets, or trends in personal money management.

Tax Strategy: Gifting Assets

In The Advisor Corner this month, MRA Associates explores what to consider when thinking about a Gifting Strategy. MRA Associates is a Financial Advisory Firm on the Harness Wealth platform.

Qualified Small Business Stock (QSBS) Definition and How It Can it Help Your Business

In The Advisor Corner this month, Tyler Stoviak, director and client advisor at Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.

Impact Investing: An Interview with Lauren Sercu at Sepio Capital

We sat down with Lauren Sercu, who leads their Impact Investing practice at Sepio Capital, to learn more about how the practice works for clients who want to mission-align their investment assets. Sepio Capital is a Financial Advisory Firm on the Harness Wealth platform.

From PwC to Starting an Independent Wealth Management Firm: An Interview with Jim Hagedorn at Chicago Partners

We sat down with Jim Hagedorn, Founder & Managing Partner at Chicago Partners Wealth Advisors, to learn more about their holistic approach to wealth management. Chicago Partners is a Wealth Management Firm on the Harness Wealth platform.

Regulation Best Interest (“Reg BI”): Who is this Good For?

Augustine Hong, CEO and Co-Managing Partner of Alexandria Capital, shares his insights on SEC's recent Regulation Best Interest ("Reg BI"). The question Augustine poses is, "Does Reg BI actually help the end client?" and dives into how investors need to think about Reg BI's application to RIAs vs. Broker Dealers.