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Editor's Note

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A New World Takes Shape

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The advisory business at this moment in time is in the midst of structural and generational change.

How Indexing Reshaped Financial Advice

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If indexing has been bad for active management, it has been good for holistic planning.

Advisors' Role In Clients' Health Crises

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Financial independence only does one so much good if they don't have their physical health.

We're The Lucky Ones

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When one looks around the world, it's easy to see why so many people want to come here.

Why RIA Firms Could Start Looking More Like Wirehouses

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All year we've been covering the changing of the guard in the advisory profession, and this issue's cover story continues exploring that topic.

New Opportunity Set

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Advisors and their clients enjoy a much broader opportunity set than average Americans.

Advisors And The National Conversation

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It's easier to help affluent individuals insulate themselves from the world's troubles. But no one is an island.

All About Fiduciary Duty

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Just imagine for a second that a PE firm owns a big stake in your RIA and several of your competitors also wants to offer some of its funds to your clients. What could possibly go wrong?

Young Advisors' New World

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This advisor was grateful to the firm's founders who believed in him and rapidly promoted him to the top spot.

The Coming Generational Showdown

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Perhaps boomers and Gen Xers can be blamed for pampering their children but it's getting too late in the game to point fingers.

New Acquirers, Familiar Faces

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For reps who left a captive wirehouse or insurance company decades ago, the world has come full circle.

A More Conservative Playbook

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It's clear that the events of the last three years have changed advisors' behavior.

Can The Giant RIAs Keep Growing?

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The growth potential of the RIA business is about to be called.

The Problem With Experts

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The problems faced by so-called experts in financial markets and politics didn't begin in 2022.

A Different World

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Perhaps the best times to win new clients are during periods of economic and market turbulence.

Even Americans Have Reasons For Concern

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Americans inclined to feel sorry for themselves could benefit from a quick scan around the world.

The Battle For Talent

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This summer, I had the opportunity to spend time with three young advisors under the age of 40.

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Emotional Wellness

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It's the young and the old who suffered the most severe psychological scars.

The Importance Of Teams

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As clients demand ever more complex services, the need for cohesive teamwork is continually expanding.

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