Latest Issue Cover
Home » Financial Advisor Magazine » October 2015
Past Issues | Next Issue

October 2015

Resolving Client Disputes

by ,

Expert witness Harold Evensky and others analyze an imperfect process.

Entrepreneurship Games

by ,

A simulation asking relationship managers to run a fictional business produces interesting results.

Dynamic Withdrawal Rule—Simplified

by

New research could disrupt the idea of a safe withdrawal rate.

Are You Digitally Distracted?

by

Follow these principles to help you think through important issues.

Energize Your Firm By Hiring A Top-Notch Staff

by

Six steps to hiring star employees.

People Skills Can Help You Attract Great Clients

by

Key ideas to help take your business to the next level.

Helping Middle-Market Family Businesses

by ,

Learn their four critical concerns to serve them best.

Why Women Face More Risk In Retirement

by

Five reasons women are more vulnerable to outliving their assets.

The Unique Needs Of Business Owners

by

Business bets have profound consequences for their personal finances.

Elder’s Keeper

by

Advisors are in a unique position to spot elder fraud and must learn to look for signs.

Becoming More Health-Conscious

by

Many financial advisors are offering health-related advice to clients.

The Best Mentoring

by

What are the best ways to manage junior talent?

Jeff Thomasson: The Visionary Entrepreneur

by

Oxford Financial Group founder Jeff Thomasson says two sectors of the financial advisory industry are destined to be losers.

When Investors Become The Banker

by

Peer-to-peer loans are increasingly being used to generate income.

Alternatives To Short-Term Bonds

by

Digging into an obscure asset class may be the only source of attractive short-term yield that isn’t likely to go south on investors as interest rates rise.

Bucking The Bond Indexes

by

Bonds backed by assets and mortgages are the core of this fund.

Can ‘Financial Planning’ Evolve?

by

The profession needs to take an expansive view of financial planning’s potential.

Advisor Emporium

Vanguard Introduces Tax-Exempt Bond Index Fund

by

Valley Forge, Pa.-based Vanguard announced the launch of its first municipal bond fund, the Vanguard Tax-Exempt Index Fund.

Editor's Note

Today’s Advisor Shortage

by

His year, financial advisors have been bombarded weekly with reports of robo-advisors. The advice business is hardly alone...

Frontline News

African-Americans: A Potential Growth Market For Financial Advisors

by

Financial advisors who successfully tap into this market can expect a steady stream of customers, says Prudential.

Advisor Succession Planning: Better, But Still Not Too Hot

by

The advisor population is aging, but more than half of firms in a recent survey said they don’t have an adequate succession plan.

Finra Streamlines Arbitration Process Online

by

Finra has begun modernizing its arbitrations process by moving elements of it onto the web.

Keeping The Support In Child Support

by

SupportPay’s platform can help financial advisor clients navigate the hassle of post-divorce child support.

Got Student Loan Debt? Move To Utah

by

Some states, such as Utah, can help create better outcomes for student-loan borrowers, says WalletHub.

Tooth Fairy Economics

by

Is the two-year decline in payouts for lost teeth a canary in the economic coal mine?