July 2014

Hard Times, Hard Assets

by Jerilyn Klein Bier

Jim Grant believes the economic environment and the Fed’s remedies demand a look into alternatives.

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Focus On Growth

by Jeff Schlegel

RIAs are thriving, but they can’t rest on their laurels.

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Fear Not The Robo-Advisor

by Mark Hurley

Fear Not The Robo-Advisor

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A Failure To Communicate

by Deena Katz

The advisory business needs to regain the trust it’s lost in recent years. Here’s how.

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Entering The Skills Age

by Mitch Anthony

The well-qualified are extending their working lives.

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Rebalancing Made Easy

by David Lawrence

Three platforms help advisors with unique needs.

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Home Sweet Anywhere

by Eleanor O'Sullivan

An advisor helps these clients sell their home so they can live in various places around the world.

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Advisor Aggravation

by Joel Bruckenstein

New competitors like Quovo may relieve the pain from account aggregation.

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Dividends Arrive (Again)

by Eric Rasmussen

After some first-quarter outflows, their popularity was quickly revived.

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Making Sense Of Smart Beta

by Marla Brill

Many ETF providers are using nontraditional criteria to build portfolios.

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The Case For Mid-Caps

by Marla Brill

Manager Don Wordell says industrials, energy and health care should benefit from an expanding economy.

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LTC Options

by Ben Mattlin

In many cases, life insurance with long-term-care benefits makes sense.

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Toward Better Decisions

by Thom Allison

What is your job as a financial planner?

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Advisor Emporium

Lincoln Financial Enhances LifeReserve Offering

by FA Staff

Lincoln Financial Group has made enhancements to its LifeReserve Indexed Universal Life Accumulator insurance offering, designed to help advisors address a range of client objectives and risk...

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Editor's Note

Is Hubris A Threat?

by Evan Simonoff

Six years ago, a leading consultant to the advisory business told me that every major metropolitan market in the nation was about to host at least one RIA firm with $1 billion in assets or more.

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Frontline News

KPIs For FAs

by Jeff Schlegel

Key performance indicators are a useful management tool for financial advisory practices––if they’re done right.

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Fatca Is Finally Here

by FA Staff

After two delays and much angst, the Foreign Account Tax Compliance Act finally takes effect on July 1.

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New ESG Tool For Advisors

by Jeff Schlegel

A recently launched online portal can help advisors manage portfolios for investors attuned to environmental, social and governance factors.

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Fun And Games

by Jeff Schlegel

Gamification, or applying game-like feature to non-game environments, is a growing trend in the financial services business.

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Father And Son Create Retirement Plans For Native Americans

by Karen DeMasters

Larry Jones and his son, Taylor, work with American Indian tribes in Southern California.

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New Services Help Value Infrequently Traded Muni Bonds

by Maureen Nevin Duffy

Financial advisors will get a clearer picture about pricing data of munis.

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