Writings
April 2026 • 6 min read
What two decades in healthcare taught us about the pathologies hiding inside the wealth management profession.
Read ArticleThe advisors who will thrive are not those who resist new tools, nor those who hand over their judgment. They are something else entirely — and the distinction matters more than most in the profession are willing to admit.
By Dr. Sushil K. Sikha
When returns are good, it is easy to let the long-term conversation wait. On keeping the discipline that markets reward — and the clients who thank you years later for insisting on it.
By Dr. Sushil K. Sikha
Blended families, cross-border assets, and shifting legislation have made estate planning a moving target. What advisors and clients should know now — and what to prepare for next.
By WealthDirector Research
Most advisors manage assets they can see. The assets they cannot — spread across custodians, platforms, and holding structures — are where value quietly disappears.
By WealthDirector Research