In the News Archives

Robert Clarfeld Ranked #1 in NY and #2 in US by BARRON’S

We are humbled and honored to be ranked, for the ninth consecutive year, as one [...]

Ignore the Siren Song of Passive Management

Investment managers these days come in all shapes and forms: active mutual fund managers, steeply [...]

Amid Tax Cut Debate FAs Eye Red Flags

"As President Donald Trump moves into campaigning for tax cuts, advisors closely monitoring political developments [...]

How to Prepare Clients’ Children for Inheritance

WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address [...]

Michael Hans on Asset TV Discussing International Markets

Clarfeld CIO Michael Hans recently appeared on a Masterclass roundtable panel for Asset TV discussing [...]

The Endowment Effect: Why Executives Love Their Company’s Stock

The Journal of Financial Planning: The Endowment Effect: Why Executives Love Their Company’s StockIn the [...]

7 Ways Advisers Fixed Clients' Biggest Financial Dilemmas

Jose Reynoso used a New York state decanting statute to transfer the trust assets into [...]

Michael Hans Named to America’s Top Millennial Advisors List

Congratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has [...]

Lump Sum Divorce Settlements: A Trap for the Unwary

Couples in the throes of divorce settlement negotiations must address both the concrete and the [...]

The Endowment Effect: Why Executives Love Their Company’s Stock

We often become so obsessed with the portrayal of personal investing as a product or [...]