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December 2015

Doctor’s Orders

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An M.D./CFP steers clients and advisors through the intersection of wealth and health.

Rebels With A Cause

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Natural Investments believes capitalism can be more than just profits.

Eight Eclectic Titles From A Banner Year

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Books to enlighten and even uplift the well-rounded financial advisor.

7 Reasons I’m Not Fond Of Annuities

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Think seriously about the products you recommend and how much your clients understand them.

Seven Critical Conversations

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Here’s how to become a skillful virtuoso when engaging with clients.

Winning The Next-Generation Assets

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Focus on wealth creators now if you want inheritors as clients later.

Will Emerging Markets Emerge In 2016?

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Observers give their thoughts on where opportunities may open up.

It’s Time For Liquid Alts To Perform

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But investors are struggling to grasp key issues.

Five ETF Trends To Watch In 2016

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Changes may affect choices that advisors make for clients.

India: Last BRIC Bright Spot

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As the other three BRIC countries continue to disappoint, India moves ahead.

Change Of Plans

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Tweaking 401(k) strategies can improve retirement outcomes and protect plan sponsors.

Annuity Sales Are Soft

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But why are they so soft, and what lies ahead?

When People Are Hurting, Americans Are Helping

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Americans reach out to help, not only in international emergencies, but on a regular basis through philanthropy.

Five Reasons To Lead With Philanthropy

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Expertise in the space can differentiate an advisor and help her appear well-rounded and capable.

Broker-Dealer Technology

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Independent B-Ds are finding more ways to make the advisory business easier.

Broker-Dealer Technology - Views From The Experts

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In Conclusion Financial services technology continues to evolve, and advisors must stay current in order to remain competitive...

Advisor Emporium

Index Funds Debuts With Equal-Weighted Mutual Fund

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Denver-based Index Funds has introduced a new equal-weight smart-beta index fund.

Editor's Note

Here’s To Good Health

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Dr. Carolyn McClanahan’s advisory practice is relatively small, but she focuses on serving a big need that clients have...

Frontline News

DOL’s Proposed Fiduciary Rule A ‘Game Changer’: Morningstar

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The rule, if applied, would create winners and losers within the financial services industry.

Flak Over Female Funds

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Despite criticism that portfolio products focused on female-led companies are too narrow, the niche is slowly growing.

Helping Advisors Overcome Barriers

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A new program from Kaleido aims to help financial advisors push through various revenue barriers that firms face as they grow.

Making Clients Happy By Helping Them Find Happiness

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Compak Asset Management’s Live 360 program tries to teach clients the science of happiness and tracks their success to see if they are being fulfilled.

Americans Aren’t Prepared To Be Caregivers For Their Parents

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A Northwestern Mutual survey shows adult Americans are underestimating the financial and emotional toll of taking care of aging parents.

Embrace—Don’t Fear—Digital Advice

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The growth of online financial tools will spur demand for personalized advice from traditional financial advisors, says Cerulli.

Planning For The End

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Final Roadmap, a web-based guide and toolkit focused on end-of-life issues, hopes to make inroads with financial planners.