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Editor's Note

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A Novel Retirement Approach

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One of the benefits of this job is finding new concepts in the financial advice world.

Client Selection Gets Thorny

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Doing comprehensive planning right requires advisors and their clients to wrestle with difficult personal issues that many folks would rather sweep under the rug.

After The Quake

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After earthquakes occur, everyone has to wait and see how the aftershocks ripple through the region. So it will be in the emerging era of President-elect Trump...

After The DOL Comes The SEC

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If an advisor works with a client on IRA and 401(k) assets, the DOL rule as initially written essentially holds them to a fiduciary standard on taxable accounts as well.

Post-Berlin Wall Era Ends

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Eyes around the world will be riveted on the U.S. election in November, but one might want to keep a close eye Italy they will vote on their own Brexit.

A World Without Pensions

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Neither candidate has addressed changes to make the system sustainable in the serious way that both Presidents Obama and Bush at least discussed.

Low Equity Returns Aren't New

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While one can argue whether equities are fairly valued or somewhat expensive, the problem lies elsewhere.

Time For Strategic Shifts

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This year, the first baby boomers are turning 70 years old. Even though many say they want to work forever, more than a few are starting to retire.

A New Kind Of Retirement

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A dynamic, disruptive labor market and greater longevity are two driving forces changing clients’ lives in ways we are just beginning to discern.

The DOL’s Clarity Problem

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Whatever side of the issue you are on, these remarks provide a glimpse of the world regulators are living in.

Darwin And The DOL

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Broker-dealers aren’t waiting on Washington, they are devising solutions to help advisors service smaller accounts efficiently.

Citi’s Global Death Spiral

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Some advisors who have worried that their projections for future equity returns might need to be revised downward are reconsidering whether that is still necessary.

Demographics, Not China, Drives Long-Term Equity Prices

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Global demographics is one of the few trends that can be predicted 20 years and America’s future looks bright.

Spending Over The Life Cycle

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or decades, the financial services business has been criticized for its laser-like focus on managing clients’ assets while paying lip service to their spending and liability issues...

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...

The Fed’s Open Mouth Policy

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Among some Fed governors, it is almost as though they are taking off on their book tours before they leave their government jobs.

Today’s Advisor Shortage

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His year, financial advisors have been bombarded weekly with reports of robo-advisors. The advice business is hardly alone...

The Longevity Challenge

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This month’s issue is filled with many excellent articles, not the least of which is Eric Rasmussen’s cover story on Beacon Pointe Advisors.

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.

Follow The Money

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The goals of providing for one’s family and achieving financial independence can often conflict with each other.

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