Devin Partida
Devin Partida is the Editor-in-Chief of ReHack.com , and is especially interested in writing about finance and FinTech. Devin's work has been featured on Entrepreneur, Forbes and Nasdaq. Learn more here .
Articles by Devin Partida
- Artificial Intelligence
The Tech Questions Every Advisor Should Ask About Private Credit Funds
Financial advisors play a key role in vetting these funds for clients, ensuring that they align with long-term institutional goals.
- Money & Life
Why a Home Remodel Should Always Trigger a Full Financial Review
Any substantial renovation should serve as a critical trigger for a comprehensive review of the homeowner's overall financial situation.
- Money & Life
Navigating the Cost of Luxury: 5 Ways To Finance High-End Home Upgrades
A financial advisor can help clients measure the different ways to fund luxury projects like installing a pool as part of the overall financial picture․
- Opinion
The Fiduciary Frontier: Why Your DST Advisor Should Be Fee-Only
They recommend the best options without hidden agendas, and your money works harder because commission loads aren't eating into your principal.
- Opinion
Why Your Clients’ Philanthropy Is a Critical Part of Their Financial Plan
Altruism creates a cycle of giving. It supports community impact while also delivering financial benefits to the donor.
- Opinion
How To Help Your Clients Run Their Rental Properties Like a Business
Experienced financial advisers know that to be a successful property investor, you should run your rental property like a business.
- Business Growth
Demonstrating Your Value in a World of Robo-Advisors
To attract new clients and gain their trust, financial advisors must articulate what a human planner can provide.
- Business Growth
Why Clients Won’t Buy Your Real Estate Advice Until They Trust Your Tax Knowledge
Financial advisors must stay informed about the markets and continually educate themselves by reading industry reports from various sectors.
- Money & Life
How Gen Z and Millennials Are Redefining Trust and Estate Planning
These key trends highlight how Generation Z and Millennials are reshaping priorities, perspectives and expectations in estate planning.
- Business Growth
How To Protect Your Advisory Firm From Client Impersonation Attacks
Trick you into transferring funds or sharing sensitive information, it chips away at the credibility your firm has built over the years
- Money & Life
The Adviser’s Guide To Navigating a Client’s Diminished Capacity
This makes them more vulnerable to pressure from unscrupulous individuals, potentially leading to financial abuse or exploitation.
- Money & Life
How to Help Clients Protect a Future Inheritance from Marital Risk
Inheritance protection is critical as family dynamics become increasingly complicated and divorce rates hold steady.
- Business Growth
Empowering Your Female Clients to Take Control of Their Financial Future
When you speak with a female client, you aren't just offering a portfolio or retirement plan.
- Money & Life
Why Your Client’s Will Is Not Enough: An Advisor’s Guide to Modern Trust Planning
An in-depth process designed to safeguard a person’s legacy, preserve their assets for future generations and ensure their wishes are honored
- Business Growth
Being a Proactive Advisor — A Framework for Anticipating Client Needs
Reactive advisors wait for the phone to ring, but proactive advisors set the agenda, surface blind spots and show clients what to do next.
- Research
The Inflation vs. Recession Dilemma: How to Structure Portfolios To Withstand Both Threats
Advisors can give their clients more peace of mind by discussing how they structure portfolios to withstand those challenges.
- Research
How To Talk to Clients About Bond Risk in a Volatile Market
Trust by explaining risks clearly, keeping choices tied to goals, and showing how the portfolio handles rate moves and credit events.
- Opinion
Countering Recency Bias in Portfolio Discussions
In a portfolio discussion, this cognitive bias can push people to chase hot stocks after a panic sell during a market dip. #advisors
- Market Intelligence
Mid-Market Private Capital Access: Strategies for Exclusive Client Opportunities
Following strategies will help you identify, evaluate and manage mid-market private capital opportunities tailored to your clients’ investment goals.
- Opinion
Advising Clients on Diversification Across Multiple Micro-Investments
Micro-investing involves depositing small amounts — sometimes just a few dollars — into various assets or markets over time. #investing
- Retirement & Income Planning
Retirement to Entrepreneurship: Financial Planning Strategies for Late-Career Business Founders
Don’t want to slow down. They're looking for autonomy, purpose and the chance to apply their experience on their terms. #Retirement
- Money & Life
The Impact of Education Savings on Financial Aid
The best way to figure out how much to save is to consider possible scenarios based on a child’s abilities and academics. #saving
- Business Growth
How To Incorporate Prenuptial Agreements Into Comprehensive Financial Plans
A prenuptial agreement is one of the most overlooked yet vital tools in comprehensive financial planning. #advisors
- Business Growth
How To Help Clients Assess Their Readiness for Homeownership
Here are some points to consider when helping clients decide if they’re ready to own a house. #advisors #clients #home
- Money & Life
Strategies for Managing Student Loan Debt While Saving for Retirement
Struggling to pay off educational loans while also planning for retirement is challenging #StudentDebt #retirement
- Business Growth
Guiding Clients Through Financial Recovery After a Scam
Discuss and guide clients through the following steps to begin the fraud investigation and defend against further damage. #scams #advisors
- Money & Life
How To Handle Client Conversations About End-Of-Life Planning
End-of-planning isn’t the easiest conversation to have, but as a financial advisor, it’s one of the most important. #family
- Business Growth
How To Personalize Client Interactions To Boost Satisfaction and Retention
Methods will be the start of identifying their spending patterns and lifestyle habits that make everyone’s relationship with money so unique #advisor
- Research
Using Technology for Commercial Real Estate Investment Analysis
Here's why and how stakeholders should leverage the latest technologies for their property investments. #tech #RealEstate
- Research
How To Navigate Complex Tax Scenarios With Your Clients
Financial advisors must effectively manage intricate tax situations for their clients. Doing so successfully requires a multifaceted approach #taxes
- Research
Understanding the Impact of Interest Rate Changes on Investment Strategies
Advisors who appreciate the implication of interest rate fluctuations can create strategies that grow their clients’ wealth. #advisors
- Future of Advice
The Impact of Open Banking on Traditional Financial Institutions
However, they will need to overcome obstacles to enhance the overall customer experience. #CX #advisors
- Active Investing
How To Evaluate Investment Opportunities in Tech Startups
How can you evaluate your investment opportunities to determine their feasibility? #investing #strategy
- Retirement & Income Planning
Strategies for Incorporating Real Estate Into Client Retirement Portfolios
Incorporating real estate into an overall investment strategy requires careful planning. Here are the elements to consider. #NCRetirementCenter