August 2015

Lights, Camera, Action!

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Videos increasingly are becoming an effective marketing tool for advisors.

Why Flat Organizations Fail

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A lack of differentiation in careers, compensation and opportunities can cause problems.

Illustrative Tools For Synthesizing Concepts

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Use them to make your conversations with clients more interesting and effective.

Does Your Ego Limit Your Success?

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Hire great people—and then get out of the way and let them do their jobs.

The Best Part Of Our Business

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It’s helping people make smart choices that align with their goals and values.

Cut From A Different Cloth

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Everplans is a promising product for digital estate planning needs.

Alternatives: A Way To Lock In Historic Market Gains?

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A multi-decade investment backdrop is melting away. Time for a new playbook?

REITs In A Retirement Portfolio

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They provide dividends and growth, as well as diversity, experts say.

Hard Cash For Property

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As banks shy away from loans, several companies have sprung up to get investors into the property loan business.

The Trend Spotters

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These managers take a road less traveled by relying on macroeconomic considerations to drive their investment choices.

College Smarts

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The most expensive choice may not be best.

Smart People Doing Dumb Things

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Here are the top 5 dumb business mistakes that advisors make.

A Slowdown In The Big Migration

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Perversely, independent B-Ds would benefit if advisors were feeling a bit more pain...

B-D Recruiting: Views From The Experts

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Advisors leaving the wirehouses seeking independence in the broker-dealer channel have a conundrum; they want to be free, but they also want to know somebody has their back—they want a firm that...

Advisor Emporium

Calvert Unveils Responsible Index Funds

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Bethesda, Md.-based Calvert Investments, a broker-dealer and RIA focusing on responsible investing, has launched a suite of responsible indexes and related index funds that will track them.

Editor's Note

A True Gentleman

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Unlike so much of what is really opinion masquerading as news analysis, Kudlow went out of his way to seek divergent viewpoints and ask outside-the-box presenters.

Frontline News

Finding Talent In A Rugby Scrum

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Empire Wealth Strategies, the New York City agency of the Penn Mutual Life Insurance Company, is using a novel approach to grow its ranks: recruiting rugby players.

Matchmaker, Matchmaker, Find Me An Advisor

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GuideVine is a video-based matchmaking service that aims to link financial advisors with potential clients.

Supreme Court Rulings’ Impact On Tax Planning

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Some recent high-profile U.S. Supreme Court decisions have clarified the tax situations for many clients of financial advisors.

Health-Care ETFs Gain Favor With Aging Boomers

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Boomers are following legendary fund manager Peter Lynch’s maxim to invest in what they know.

Alternative Experts Say Investors Face A New Game

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Speakers at the 6th Annual Inside Alternative conference share their views on why "this time is different".