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September 2015

High Flying

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Newport Beach, California’s Beacon Pointe Advisors Has Grown From An Institutional Consultancy To A Private Client Wealth Manager Hungry To Acquire New Rias.

Retiring And Living Well In An Age Of Longevity

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The evolution of the RIA business.

Why 4% Could Fail

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Some underlying assumptions must change if we are to find a real income stream for retirement.

Productive Firms Need People With Complementary Skills

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How to work 20,000 hours per week.

The Retiring Advisor

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An advisor should never fully retire from the profession.

What Is Millionaire Intelligence?

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The way millionaires conceptualize and approach wealth creation differentiates them from wannabes.

Paving The Future

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An 81-year-old RIA firm plots new growth strategies while embracing its past.

Organizational Design: Align Structure with Strategy

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Otherwise, inefficiencies, higher costs and low morale can result.

First Looks: The New Figlo

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The leading financial planning software in the Netherlands is gaining traction in the U.S. under its new owners.

Europe Rumbles To Life

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Economic clouds are beginning to lift in many countries on the continent.

Performance Gap

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ETFs that hedge foreign currencies have outperformed those that don’t.

Thirty Years Of Cultivating Market Wallflowers

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That conviction has rewarded investors over the long term.

Older Parents, Younger Children

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Saving for retirement vs. children’s educations is a growing dilemma.

Favorite Child

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Stripped-down, low-cost variable annuities are selling surprisingly well.

The New TVA: Capital Markets As Political Utilities

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The result is that you won’t lose a lot of money, but you won’t make a lot of money, either.

Advisor Emporium

LPL Gives Advisors Access To Ramsey’s SmartDollar

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LPL Gives Advisors Access To Ramsey’s SmartDollar Boston-based LPL Financial has announced a partnership with Ramsey Solutions to offer a new financial wellness program to its retirement...

Editor's Note

The Longevity Challenge

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This month’s issue is filled with many excellent articles, not the least of which is Eric Rasmussen’s cover story on Beacon Pointe Advisors.

Frontline News

Advisor Puts Teeth Into Financial Planning

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Dana Hastings’ financial planning practice has built an expertise serving dentists.

It’s About The Money

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An advisor has published a new guide on the business of divorce.

Advisors Rank Higher Than Dessert

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A Limra poll shows where financial advisors rank versus daily facets of people’s lives such as smart phones, coffee and good parking spaces.

Narrative Science Lets Data Do The Talking

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Narrative Science mines data for important information and transforms it into language.

Living In Low-Cost State Could Backfire For Retirees

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Living in a low-cost state could backfire as a long-term retirement strategy because of low wages.

Wells Fargo To Stop Senior Transactions It Sees As Suspicious

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The bank's managing counsel said Wells Fargo will take this step even when it doesn't have clear legal standing to prevent fraud against its senior citizen clients.

Nontraditional Families A Growing Market For Advisors

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Nontraditional families are a growing trend and they are in need of financial guidance, according to UBS.