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June 2015

Why Clients Fail At Retirement

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Most reasons are beyond advisors’ control, but they should warn clients of pitfalls.

Substituting Income Annuities For Bond Funds in Retirement

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Income annuities have the potential to improve retirement outcomes thanks to mortality credits.

Longevity: The New Paradigm In Retirement Planning

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Add career planning to the services most advisors will soon be offering.

Robo Advisors—Opportunity Or Threat?

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It is nice to have valid competition; it pushes you to do better.

The Singularity Conversation

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The single most important thing that will impact you and your clients’ futures is the Singularity.

Skipping The 'Fashion Show'

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You should cement relationships with business owners before they sell and consider a parade of advisors.

Accounting For Success

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Jonathan Kuttin coaches financial advisors on mastering the art of working with CPAs.

Two Roads For Small B-Ds

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They are either closing shop or looking to merge with others exiting the business.

Beyond the Robo-Advisor

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WealthMinder seeks to bring wealth management to the masses.

Emerging Markets Get Cheap Gas

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Some people bet these countries are set to ride on a wave of cheaper oil and commodities, and others are looking for outliers to ride the volatility

Strong Dollar Lifts Small Cap ETFs

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They still aren’t a bargain, but the rebound for the asset class makes them worth another look.

EM Contrarian: Headwinds Should Abate

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This fund’s measured approach has led to terrific long-term returns.

FIAs: Equity Or Fixed Income, Or Something Else Entirely?

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Many advisors and their clients wonder what to make of fixed-index annuities.

Emerging Technologies Transcend DOL Fiduciary Debate

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The fiduciary debate might be solved by technology rather than regulation.

Half A Bubble Off Dead Center

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Low rates and high debt are creating the risk of a financial crisis.

Advisor Emporium

Envestnet Creates Three New Portfolios

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Envestnet Creates Three New Portfolios Envestnet Inc. has launched new portfolios that combine the benefits of indexing with exposure to value and momentum investing...

Editor's Note

Are Advisors In Denial?

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While working on this month’s cover story on why clients fail in retirement, I was frankly amazed when several leading advisors told me they didn’t have clients who failed in retirement.

Frontline News

RIA Firm Employs Health Care Technique For Client Discovery

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Halbert Hargrove participated in a pilot program based on techniques used in the medical profession designed to improve the dialog between advisors and clients.

Advisors And Brokers Team Up For Growth (And Industry Survival)

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Financial advisors increasingly are working in teams to help make firms more profitable, as well as improve the odds that rookie advisors take root and blossom.

Pinup Advisors

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Some financial services companies and advisor firms employ Pinterest as part of their social media outreach.

Impact Investing Grows, But Hurdles Remain

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Impact investing is growing, but bumps in the road remain as this slice of the investment universe expands around the globe.

BDs Derive Big Income From Revenue-Sharing Deals

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Broker-dealers can earn many multiples more from their direct-participation program revenue-sharing arrangements than they do from mutual funds, a review of disclosure documents reveals.

Many Pre-Retirees Don’t Know How Much Money They Need

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A minority of baby boomers and Gen Xers know what they need to be saving for retirement.