April 2014

The Rise Of The Robo Advisors

by Eric Rasmussen

Are online advisory platforms like Bill Harris’ Personal Capital a friend or foe to flesh-and-blood advisors?

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Indies Ascend

by Dan Jamieson

Pressures are increasing, particularly on small independent b-ds, but various trends are creating plenty of opportunity for the industry overall.

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The Old Normal Is Scary Enough

by Evan Simonoff

A long-term bear market for bonds changes all the retirement calculations.

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Where Advisors Are The Clients

by Mary Rowland

Advisors have flocked to work with this bank. Here’s the secret.

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King For A Day

by Roy Diliberto

Changes I would implement to improve our profession.

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Timely Matters

by David Lawrence

Don’t let five myths of time management impede your office operations.

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The Leadership Vacuum

by Bill Bachrach

You can’t be an effective leader if you spend time on technical work.

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Advisor Boo-Boos

by Russ Alan Prince & Brett Van Bortel

When working with teams, advisors often misread the situation.

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Avoiding Biases

by Cathy Seeber

Here are some steps to help you provide the best advice for clients.

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First Look

by Joel Bruckenstein

A new “all-in-one” product from Advyzon may become one of the rare successes in its category.

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New World Borders

by James Picerno

Globalization is reinventing international investment strategies.

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Banking On Volatility

by Marla Brill

The return to volatility puts the spotlight on ETFs that aim to protect against such swings.

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True Believer

by Marla Brill

Lyle fitterer sounds like a true believer when describing the attractiveness of municipal bonds versus other sectors of the fixed-income universe...

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New Rules For Condo Investors

by Gail Liberman

Restrictive rules risk damaging resale values.

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The Detroit Bankruptcy Plan

by Leon C. LaBrecque

A lose-lose for retirees and a math problem, says this financial advisor.

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Retirement Anxiety

by Jerilyn Klein Bier

Challenges continue to mount for many older workers and retirees.

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Advisor Emporium

Franklin Templeton Launches Retirement Income Program

by FA Staff

Franklin Templeton Investments has created the “Income For What’s Next” investment program.

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Frontline News

Taxing Matter

by Jeff Schlegel

In the debate over taxes, black-and-white conclusions often ignore the multiple shads of gray embedded in this complicated issue.

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Where The Young Folks Are

by Jeff Schlegel

Most advisors younger than 35 work at $1 billion-plus firms, even as a growing number in this group are striking out on their own.

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Metric System

by FA Staff

Financial advisors keep tabs on traditional growth metrics, but aren’t as focused on gathering client feedback.

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A (Nearly) Stress-Free Advisory Practice

by Jeff Schlegel

Atlanta-based advisor Kevin Latty has found balance in his practice and in life.

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Quantifying The High Value Of Advisor Advice

by FA Staff

According to Vanguard, financial advisors can up as much as 3 percent in net returns to client portfolios.

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Money Market Funds As Alternatives?

by Ted Knutson

A lot of investors still don’t have a clear idea about what alternative investments are.

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RIAs Lead The Way In Advisor M&A Activity

by Jeff Schlegel

The number of deals jumped last year, even as total assets purchased in those deals and average deal size dropped.

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Best Retirement Countries (No, They’re Not Tropical)

by FA Staff

The top 10 places for retirement are in Europe and Down Under, according to a recent report.

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Impact Notes: An Alternative To GSEs

by FA Staff

These triple-A rated securities from the IFC and Incapital invest in private enterprises in the developing world.

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Letters to the Editor

An Imbalanced World

by Evan Simonoff

Forgive me for being in a grouchy mood, but it’s St. Patrick’s Day and I’m in the office closing a big issue.

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