June 2014

Tom Connelly’s Many Pursuits

by Evan Simonoff

Among them: He sits on the Arizona pension board and started a second RIA that grew after he partnered with Elizabeth Shabaker.

Head Of Their Class

by Michelle Knight

Economic growth in the U.S. is likely to surpass that of other countries this year.

The Family Office Revealed

by Mary Rowland

Balancing the family, the business and the family office.

Why Clients Keep Financial Planners

by Roy Diliberto

Elite firms employ common strategies and have similar attitudes.

More From The Team

by David Lawrence

Incentives, a good office environment and benchmarks can improve worker productivity.

Ideal Life, Ideal Firm

by Bill Bachrach

You can build both—in four years or less.

Know The Profile

by Russ Alan Prince & Brett Van Bortel

Advisors who deeply understand centers of influence will get more affluent clients.

Facing The Challenges

by Dan Jamieson

Small B-Ds thrive, often by serving experienced advisors. By Dan Jamieson

The Next Level

by Karen DeMasters

Two small firms show how they expanded their regional presence and power with a merger.

Biggest Thing Since ETFs?

by Jeff Schlegel

Motif Investing’s do-it-yourself, custom-built portfolios are making a big splash.

More Than Lipstick?

by Eric Uhlfelder

Are the euro zone’s peripheral markets a true recovery play?

Keynes’s Way To Wealth

by John F. Wasik

One of the best-known economists offers timeless principles for financial advisors.

A Long Expansion

by Marla Brill

Fund manager William Smead is investing for prolonged economic growth and the rise of the “echo boomers.”

Understanding Medicare

by Ben Mattlin

Advisors should be aware how quickly and easily even middle-class clients can fall into Medicare peril.

Advisors Vexed On Annuities’ Fiduciary Risk

by Maureen Nevin Duffy

The need for annuities is there, but do advisors want to step into the breach?

Are You What You Say You Are?

by Sean R. Walters

There are distinct differences between wealth management and financial planning.

Advisor Emporium

MMI And Wheelhouse Launch eLearning Initiative

by FA Staff

The Money Management Institute and Wheelhouse Analytics, which offers investment management technology, have launched a new online learning platform for employees of financial services firms.

Editor's Note

A Warning For Advisors

by Evan Simonoff

On the eve of the worst financial crisis in 80 years back in 2006, what were the seers at our nation’s central bank doing?

Frontline News

Will Computers Make Advisors Obsolete?

by Jeff Schlegel

A report from two Oxford University professors says the financial advisory profession is at risk from the computerization of the workplace.

Housing Becoming Great Burden On Seniors

by Ted Knutson

After a decade of easy money, the percentage of the elderly still paying off mortgages has soared, says the Consumer Financial Protection Bureau.

Fidelity Develops Office Of The Future For Advisors

by Karen DeMasters

Fidelity Institutional has opened an Office of the Future to help advisors learn to use new technology to advance their firms.

Best Cities For Long-Term Real Estate Holdings

by FA Staff

For real estate investment purposes, it might help to rethink cities based on the notion of resiliency.

Advisors Need Different Approach With Gen Y

by Jeff Schlegel

The Millennials provide financial services firms with potentially huge opportunities––and challenges––as they try to reach this generational group.

Liquid Impact

by Jerilyn Klein Bier

Among multialternative mutual funds, the CCM Alternative Income Fund stands apart with its focus on ESG and impact investing.

Retirement A Hot Topic In Las Vegas

by FA Staff

The fifth annual Retirement Symposium sponsored by Financial Advisor and Private Wealth magazines was the biggest one yet with more than 500 attendees.