November 2014

A Firm In Sync

by Jerilyn Klein Bier

Debra Wetherby has partnered with employees to build a mega-size firm that has retained clients for generations.

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Whose Risk Is It Anyway?

by Ross Levin

Models can be changed so clients can spend more earlier.

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A Life Well Spent

by Mitch Anthony

Stepping back and valuing life more than money is the best course.

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Short And Sweet

by David Lawrence

Many advisors are embracing the idea that shorter financial planning reports are better.

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The Affluent Advantage

by Russ Alan Prince

Advisors need affluent clients to generate enough revenue for meaningful personal wealth.

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A Major Overhaul

by Joel Bruckenstein

Here’s what users of Black Diamond can expect in coming months.

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Slow-Growth Debate

by James Picerno

Are lower returns and higher correlations the new normal for investors?

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Dividend ETFs: Growth Or Yield?

by Marla Brill

Advisors can find ETFs that offer one or the other—or both.

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Cheap Money, Emerging Markets

by Eric Rasmussen

Will Fed actions to rein in cheap money hurt investing in developing overseas markets?

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China’s Next Chapter

by Marla Brill

Growth is moderating, but it is also shifting toward services and consumption.

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Retirement Readiness

by Jerilyn Klein Bier

Advisors can fly solo or partner up to manage 401(k) plans and trends.

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A Bigger Giving Tree

by Karen DeMasters

Better markets are making donors and charities more confident.

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Embracing Bonds

by Jerilyn Klein Bier

Advisors recognize the importance of bonds in portfolios while keeping a watchful eye on interest rates.

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What's She Really Thinking?

by Gail Graham

Ideas on how to really talk with female clients.

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Risk And Rewards

by Jerilyn Klein Bier

Expected interest rate hikes by the Federal Reserve have produced volatile fixed-income markets that are extremely challenging for many investors.

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Advisor Emporium

MassMutual Launches Society Of Grownups

by FA Staff

MassMutual has launched the Society of Grownups, which is intended to help young adults develop a road map for their financial future.

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Editor's Note

What Really Matters

by Evan Simonoff

As life advances, one begins to realize the meaning of the observation that life is short.

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Frontline News

How Advisors Are Compensated

by FA Staff

Schwab’s 2014 RIA Benchmarking Study paints a picture of how the industry as a whole is compensating its employees.

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Financial Advisor Becomes Robo-Advisor

by Jeff Schlegel

iQuantifi is a fully automated virtual advisor run by a former client-facing financial advisor.

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Fidelity, CFP Board Plan Career Center To Attract Young To Advice Profession

by Karen DeMasters

The number of financial advisors is dropping. Fidelity Investments and the CFP Board of Standards are trying to reverse the trend.

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Women Are Financial Advisors’ Friends

by FA Staff

A Cogent Reports study finds that women are more apt than men to rely on financial advisors to map their financial future.

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Investor Use Of Advisors Inches Up In 2014

by FA Staff

Retail investor use of financial advisors has inched up for the third year in a row, with 71 percent of respondents saying they rely on advisors for financial advice, according to a new survey.

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Kiss The 1% And Today’s Robo-Advisors Goodbye

by Evan Simonoff

Disruptive technologies are likely to render today’s robo advisors obsolete while producing huge challenges for investment advisors targeting the coveted 1 percenters, says Edelman.

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Circle Squared Launches Alts Platform

by Jeff Schlegel

The turnkey platform aims to be a go-to place for research, products and regulatory information regarding alternative investments.

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