Market Insights

An exploration of ideas to advance your financial wellbeing.

The 2019 Gen X Survey

The 2019 Gen X Survey

We conducted a survey to learn more about how Gen-Xers thought about financial planning and what they needed. We found that of 1,000 Gen-Xers aged 35 to 60 showed most believe they lack the knowledge necessary to manage their finances, despite spending a substantial amount of time on money management.

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An Interview with Jim Hagedorn at Chicago Partners

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.

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

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

This is the first a new series called The Adviser Corner, where advisers on our platform share their insights directly. In this inaugural post, Augustine Hong, CEO and Co-Managing Partner of Alexandria Capital, shares his thoughts on the SEC's recent adoption of Regulation Best Interest.

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An Interview with Justyn Volesko at AJ Wealth

An Interview with Justyn Volesko at AJ Wealth

We 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.

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Iterating and Growing the Architecture of Harness Wealth

Iterating and Growing the Architecture of Harness Wealth

Our underlying technology stack is a critical part of the Harness Wealth product. Here our Engineering Team outlines our initial Harness Wealth system and the rationale behind their build approach.

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These Estate Planning Tools Help You Ensure Your Kids are Provided For

These Estate Planning Tools Help You Ensure Your Kids are Provided For

Having children is a life changing experience, as you suddenly become responsible for a whole new person you created. Your child depends on you for everything until at least the age of 18 and likely for much longer – and this means your bundle of joy comes with a bundle of legal and financial responsibilities.

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An Interview with Ryan Belanger and Jennifer Street at Claro Advisors

An Interview with Ryan Belanger and Jennifer Street at Claro Advisors

We sat down with Ryan Belanger, Managing Principal & Founder, and Jennifer Street, Chief Operating Officer, at Claro Advisors, to learn more about their business and their advice to clients. Claro Advisors is a Boston based financial advisory firm on the Harness Wealth platform.

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Financial Planning Considerations for Employees Surrounding an IPO

Financial Planning Considerations for Employees Surrounding an IPO

Working for a company that goes public can have life-changing financial consequences. It can also give rise to financial and legal issues that must be addressed proactively to protect and maximize your newfound wealth. 

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Estate Planning Essentials for Newlyweds

Estate Planning Essentials for Newlyweds

Marriage is more than just a romantic partnership. You’re also becoming a legal partner with the person you love – and likely a financial partner as well. Your health and well-being affect your spouse’s life as well as your own, and when something goes wrong it can have tragic consequences for the whole family.

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How Independent Advisers Build Loyalty

How Independent Advisers Build Loyalty

In a world where innovation has created significantly more consumer choices and consolidation has resulted in industry leaders having more cost and operational advantages, how do independent financial, tax and legal advisers survive and thrive?

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