August 2015

Lights, Camera, Action!


Videos increasingly are becoming an effective marketing tool for advisors.

Why Flat Organizations Fail


A lack of differentiation in careers, compensation and opportunities can cause problems.

Illustrative Tools For Synthesizing Concepts


Use them to make your conversations with clients more interesting and effective.

Does Your Ego Limit Your Success?


Hire great people—and then get out of the way and let them do their jobs.

The Best Part Of Our Business


It’s helping people make smart choices that align with their goals and values.

Cut From A Different Cloth


Everplans is a promising product for digital estate planning needs.

Alternatives: A Way To Lock In Historic Market Gains?


A multi-decade investment backdrop is melting away. Time for a new playbook?

REITs In A Retirement Portfolio


They provide dividends and growth, as well as diversity, experts say.

Hard Cash For Property


As banks shy away from loans, several companies have sprung up to get investors into the property loan business.

The Trend Spotters


These managers take a road less traveled by relying on macroeconomic considerations to drive their investment choices.

College Smarts


The most expensive choice may not be best.

Smart People Doing Dumb Things


Here are the top 5 dumb business mistakes that advisors make.

A Slowdown In The Big Migration


Perversely, independent B-Ds would benefit if advisors were feeling a bit more pain...

B-D Recruiting: Views From The Experts


Advisors leaving the wirehouses seeking independence in the broker-dealer channel have a conundrum; they want to be free, but they also want to know somebody has their back.

Advisor Emporium

Calvert Unveils Responsible Index Funds


Bethesda, Md.-based Calvert Investments, a broker-dealer and RIA focusing on responsible investing, has launched a suite of responsible indexes and related index funds that will track them.

Editor's Note

A True Gentleman


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.

Frontline News

Finding Talent In A Rugby Scrum


Empire Wealth Strategies, the New York City agency of the Penn Mutual Life Insurance Company, is using a novel approach to grow its ranks: recruiting rugby players.

Matchmaker, Matchmaker, Find Me An Advisor


GuideVine is a video-based matchmaking service that aims to link financial advisors with potential clients.

Supreme Court Rulings’ Impact On Tax Planning


Some recent high-profile U.S. Supreme Court decisions have clarified the tax situations for many clients of financial advisors.

Health-Care ETFs Gain Favor With Aging Boomers


Boomers are following legendary fund manager Peter Lynch’s maxim to invest in what they know.

Alternative Experts Say Investors Face A New Game

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Speakers at the 6th Annual Inside Alternative conference share their views on why "this time is different".