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Young Advisors To Watch In 2023

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Younger advisors have had to imagine a new world for themselves (and then inhabit it).

The Banking System Isn't A China Shop--Yet

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The failure of recent banks has some wondering if we've learned from past mistakes.

2023 Independent Broker-Dealer Survey: IBDs Invest In Reps' Succession

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As the world changes, the bonds tying broker-dealers to their reps might have to be broken to be reset.

5 Tips To Get Started With ChatGPT In Your Marketing

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This breakthrough artificial intelligence tech can be friendly to advisors when it's used correctly.

Personal Principles With Investing

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If you know your clients' principles about investing, you'll be in alignment before you invest for them.

Directions For The Philanthropic Journey

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Depending on where they are in their giving, you'll have to ask your clients different questions.

My Family Made Me Do It

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Watching their retirement wreckage set me on to my next chapter.

Merit Financial Advisors: How It Became A Hybrid RIA M&A Powerhouse

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The Atlanta-region firm is on track to add $4 billion to $6 billion in new AUM in 2023 alone.

As Indexing Booms, Are We Nearing ‘Peak Passive'?

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How much indexing is too much, and will active managers ever have their day in the sun?

Covered-Call Strategies Gain Interest In Bear Market

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Investors are flocking to covered-call funds. Is the strategy too good to be true?

GMO Takes Pragmatic View On Climate Change Investing

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The GMO Climate Change Fund isn't your typical ESG-type product.

Backstage Pass To Retirement

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How will your clients live up to the fantasies they might have about freedom?

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Succession Planning For Financial Advisors

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Financial advisors may be used to giving clients advice about succession planning, but what about their own businesses?

Can Clients Ever Have Enough Money?

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We should transform the mindset of our clients so they realize there is enough for everyone, everywhere.

Spy Balloon Over Heckerling

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Our correspondent sends dispatches from the Heckerling 2023 estate planning conference

A RILA-Roth Combo Can Solve Longevity Risk

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‘Diversification' in retirement goes well beyond asset class, Allianz argues.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

Growth Is Back, And This Fund Could Be The Ticket

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The Fidelity Advisor International Growth Fund remains a strong performer.

Three Reasons Munis Are Right, Right Now

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After breaking records on a number of metrics, municipal bonds are having a moment.

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