May2015

10 Young Advisors To Watch

by

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?

by

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

by

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

Do You Suffer From Kevin Costner Syndrome?

by

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

Money’s White Lies

by

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

Private Equity Wins Interest From The Affluent

by ,

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

IBDs Face Big Advisor Succession Challenge

by

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

Beyond E-Signatures

by

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

Getting Juiced About Energy

by

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

Homeward Bound

by

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

Fighting The Income Drought

by

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

Plan Of Attack

by

Seasoned 401(k) advisors offer insight to novices.

The Hidden Tsunami

by

Many advisors are quietly trying to sell their firms.

A Liquid Alt Renaissance?

by

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

Liquid Alternative Investing: Views From The Experts

by

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

RIAs Are A More Passive Lot

by

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

RIA Mergers, Acquisitions Fueling Growth

by

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

Advisor Emporium

Healthy Living Gets John Hancock Discounts

by

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

by

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

by

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

Young Advisors Express Job Satisfaction

by

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

2014 Was A Good Year For Advisors

by

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

TIAA-CREF, MassMutual Garner Top Awards

by

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

by

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

by

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.