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May 2024

Young Advisors To Watch In 2024

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Our ninth “Young Advisors” list shows that advisors can win clients by showing individuality and resolve.

All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

5 Steps To Improve Your SEO

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If you want your advisory business to rank higher on search engines, follow these tips.

Humility In A Messy World

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Advisors must understand that demonstrating certainty doesn't always work.

Who Is The Next-Gen Investor?

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Younger clients are changemakers who value impact and technology.

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

Diversity Should Still Be A Hiring Goal

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

Does The Growth Rally Have Extra Innings?

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Market strategists evaluate the crowd enthusiasm and ponder a pivot to value.

The Art Of Trouncing An Index

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The Needham Aggressive Growth Fund has a knack for finding big winners.

You Can't 'Legislate Good Behavior'

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Here's what advisors really think about the DOL rule.

Why Annuities Belong In Clients' Retirement Income Plans

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Amid a retirement income crisis, the insurance industry has become more creative in its product development.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Advisor Emporium

AI Tool Gives A Human Touch

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Alai Studios, along with Shaping Wealth, has launched an innovative new AI behavioral finance assistant called Lydia.

Editor's Note

The Great Generational Shift

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Many of the next generation of financial advisors say they're more interested in helping clients who are seeking a financial foothold, than servicing those with established wealth.

Frontline News

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

A Biden Victory Favors Growth Stocks; Trump Would Benefit Value

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Both candidates appear unlikely to address the federal debt time bomb.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.