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May 2015

Young Advisors To Watch In 2015

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In a graying industry, younger advisors are entering the field in surprising ways, and with surprising attitudes about the future of the business.

How Expensive Are Granny’s Stocks?

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Widely held consumer staple stock multiples have soared as investors seek income and opinions diverge on whether they are overpriced.

The 1K Pass It On

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This program helps employees feel good by personally giving money to another person.

Do You Suffer From Kevin Costner Syndrome?

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Being a smart, talented advisor is not enough to get clients to come.

Money’s White Lies

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We will not be able to find safety and security in account balances.

Private Equity Wins Interest From The Affluent

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For most wealthy clients, funds are the most appropriate vehicles.

IBDs Face Big Advisor Succession Challenge

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Within the next decade, many aging advisors will be retiring.

Beyond E-Signatures

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A truly digital office has higher efficiency, lower costs and stronger oversight.

Getting Juiced About Energy

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Slumping oil prices have roiled the energy sector, but the downturn could be a buying opportunity for investors.

Homeward Bound

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The shortage of affordable housing is leaving many poor and moderate-income households locked out...

Fighting The Income Drought

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This fund aims to produce income and be less vulnerable to interest-rate risk.

Plan Of Attack

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Seasoned 401(k) advisors offer insight to novices.

The Hidden Tsunami

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Many advisors are quietly trying to sell their firms.

A Liquid Alt Renaissance?

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It’s time to dispel the myth that these are simply bear market investments.

Liquid Alternative Investing: Views From The Experts

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Liquid alternative investments are increasingly becoming the answer for investors who want to achieve greater diversification, reduce volatility, preserve capital and generate income...

Advisor Emporium

Healthy Living Gets John Hancock Discounts

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Healthy Living Gets John Hancock Discounts John Hancock has created a new variety of life insurance that rewards policyholders for healthy living habits...

Editor's Note

Inherit The Wave

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In this issue, senior editor Eric Rasmussen embarked on an investigation to find 10 outstanding young financial advisors in the profession...

Frontline News

Advisors Take Their Case To Legislators

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Various advisor groups are making trips to visit lawmakers and state their case about issues important to the industry.

RIAs Are A More Passive Lot

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RIAs increasingly are allocating more of their assets in passively managed investments.

Young Advisors Express Job Satisfaction

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Recruiting young advisors is important because of the aging of the financial planner population, says Limra.

RIA Mergers, Acquisitions Fueling Growth

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There were 54 completed RIA merger and acquisition transactions in 2014, matching the total deals completed in 2013, according to Schwab Advisor Services.

2014 Was A Good Year For Advisors

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Advisors revenue and assets under management grew last year, according to PriceMetrix.

TIAA-CREF, MassMutual Garner Top Awards

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TIAA-CREF and MassMutual Retirement Services won the top overall fund awards in the Lipper US Fund Awards 2015.

Nick Murray, Rob Arnott Headline At Retirement Conference

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The Financial Advisor Retirement Symposium in Las Vegas featured noted industry thought leaders offering their take on the markets and the advisory industry.

How To Attract Women To The Advisory Field

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The inaugural Invest in Women conference, sponsored by Financial Advisor magazine, included spirited discussion about what it will take to get more women into the advisory ranks.