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We’ve discovered 19 headlines written by Financial Advisors | Halbert Hargrove during the past 3 months.

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U.S. Citizens Are Opening Swiss Bank Accounts – Some Pros and Cons - Financial Advisors

By Stephen W. Bedikian, AIF®, Associate Wealth Advisor In American popular culture, ownership of a Swiss bank account has historically been associated with extreme wealth and privacy. Often films portrayed the need for privacy as related to espionage or criminal activity. The numbered Swiss bank account was the ultimate in concealment – so secret even bank staff didn’t know the identity of the account holder. Recently, interest in opening a Sw…Read Article

Study: Life expectancy for Californians still lower than before COVID

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Amid the COVID-19 pandemic, countries around the globe saw unprecedented causalities and increased mortality. While many nations have since recovered, new Northwestern University research shows that California has not rebounded to pre-pandemic life expectancy, based on early data obtained from the state.Coronavirus See the Story

Where to Find Value in Fixed Income Right No

Introduction For years, fixed income was overlooked. Low yields, not a lot of excitement. But today’s bond market tells a different story. With elevated interest rates, tightening spreads, and a shifting global outlook, fixed income has re-entered the spotlight as a core driver of portfolio returns. In this post, we break down why yields are back, how active bond management seeks to unlock value, and where global opportunities may lie in today’s…Long Beach, California · Long Beach Read Article

California Wealth Tax: 2025 Updates

By Vincent Birardi, CFP®, AIF®, Senior Wealth Advisor California Wealth Tax Updates Regarding the proposed California wealth tax, here’s a summary of the latest updates: No wealth tax has been enacted: As of June 5, 2025, California does not have a wealth tax in place. Previous wealth tax proposals remain stalled: Proposed wealth tax legislation, such as AB 259 in 2024, did not pass the legislature. This bill aimed to impose an annual tax on …Long Beach, California · Long Beach Read Article

Financial Steps to Take After the Death of a Spouse

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How Internships Strengthen the Financial Advisor Pipeline

By: Alex Ortolani, WealthManagement.com featuring Kelli Kiemle, AIF®, Managing Director of Growth and Client Experience and Phoebe Switzer, Finance Intern at Halbert Hargrove While the industry is concerned about a looming advisor shortage, some RIAs are doubling down on efforts to run internship programs that can lead to hires for their firms and the wider industry. Registered investment advisor Halbert Hargrove has strived to build its firm…Long Beach, California · Long Beach Read Article

Senior RIAs Must Share Clients to Attract Next-Gen Advisors

By Alex Ortolani in Wealth Managment, featuring JC Abusaid, CEO/President For the RIA industry to shed the “eat what you kill” label by the next generation, they must “break resistance” to passing on clients, according to panelists speaking at Wealth Management EDGE. Registered investment advisor president and CEO JC Abusaid told an audience of advisors at this year’s Wealth Management EDGE that it took several years for his firm’s senior team…Long Beach, California · Long Beach Read Article

Should You Keep Your Financial Adviser After a Move?

By Morey Stettner in MarketWatch, featuring Vincent Birardi, CFP®, AIF®, Senior Wealth Advisor And what’s your best option if your adviser is making a long-distance move? More Americans are moving from state to state. Based on 2022 U.S. Census Bureau data, there’s been an uptick in long-distance moves over the past decade. If you’re one of those people, you presumably bid farewell to local service providers like doctors and hair stylists. But …Long Beach, California · Long Beach Read Article

Who Benefits Most from Dual-Share Class ETFs?

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The benefits of dual share classes may not be shared with the whole class. With ETF dual share class approval likely around the corner — and as asset managers continue to convert their existing mutual funds into exchange-traded funds — advisors and fund managers are busy preparing to offer the structures to clients. Even Vanguard, the only company to offer the structure before its patent expired in 2023, recently filed as well. The strategy woul…United States · United States See the Story

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U.S. Citizens Are Opening Swiss Bank Accounts – Some Pros and Cons - Financial Advisors

Study: Life expectancy for Californians still lower than before COVID

Where to Find Value in Fixed Income Right No

California Wealth Tax: 2025 Updates

Financial Steps to Take After the Death of a Spouse

How Internships Strengthen the Financial Advisor Pipeline

Senior RIAs Must Share Clients to Attract Next-Gen Advisors

Should You Keep Your Financial Adviser After a Move?

Who Benefits Most from Dual-Share Class ETFs?

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Media Bias Ratings

Factuality

Ownership

Study: Life expectancy for Californians still lower than before COVID

Where to Find Value in Fixed Income Right No

California Wealth Tax: 2025 Updates

Financial Steps to Take After the Death of a Spouse

How Internships Strengthen the Financial Advisor Pipeline

Senior RIAs Must Share Clients to Attract Next-Gen Advisors

Should You Keep Your Financial Adviser After a Move?

Who Benefits Most from Dual-Share Class ETFs?