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November 2015

A World Out Of Balance

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Forget the trivial debate over the next interest rate hike. Global QE may already be changing some rules of investing.

What Does Junior Do?

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Defining what newer advisors will do is crucial to building your practice.

The Times Are A-Changing Your Retirement

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Baby boomers got lucky with the music of their generation, but might be unlucky with their savings.

Energize Your Firm By Hiring A Top-Notch Staff

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Six steps to hiring star employees.

Utilizing The Asset Capture Process

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Use these four steps to increase your assets under management.

Phasing In To Retirement

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Some of the happiest people are those who keep working, but work less.

How To Handle Clients In Distress

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Clients come to you for guidance. Usually they abide by your suggestions. But sometimes things go wrong.

Indian Country

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The demand for services by Native American families presents an opportunity for enterprising advisors.

The FinTech Merger Boom

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Envestnet, Fidelity and BlackRock are among the big-name firms that have made strategic acquisitions.

Lasting Impact

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Millennials’ interest in impact investing can’t be ignored.

Big Risks Aren’t Necessary To Get Good Returns

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S&P indices watchers call for a re-examination of risk.

Commodity Blues

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Pessimism on commodity ETFs is high, but some advisors see advantages.

A Port In Market Storms

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This fund bets on the fluctuating values of companies being acquired.

Desperately Seeking Lower Taxes

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Advisors have a role to play in year-end planning.

Fiduciary Or Broker?

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Clearly defining roles is the only way to end investor confusion.

Best Bets

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Advisors discuss their bond choices and why they are making them.

Views From The Experts

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Managers discuss what they offer to advisors.

The Role Of The Robo-Advisor

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In 2008, Jon Stein co-founded Betterment, a robo-advisor that today manages more than $2.5 billion. He's graciously agreed to share and debate his vision.

Advisor Emporium

PriceMetrix Upgrades Advisor Software

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For advisors, keeping up with the Joneses just got a little easier.

Editor's Note

The Fed’s Open Mouth Policy

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Among some Fed governors, it is almost as though they are taking off on their book tours before they leave their government jobs.

Frontline News

Should 70 Be The New 65 With Retirement?

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Working longer and delaying Social Security benefits could help bolster retirement nest eggs in an era of rising longevity.

One Advisor Firm’s Coaching Playbook

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U.S. Wealth Management operates an extensive advisor coaching program for its advisors

Some Advisors Like The ‘Dependent’ In Independent

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Cerulli Associated finds that employee advisors thinking about going independent are more apt to join an existing firm than going solo.

Deep Data Dive

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Thinknum helps advisors get granular with financial research.

NASAA Chief Discusses Cyber Crime, Robos And Senior Fraud

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The new head of the North American Securities Administrators Association offers some insights on some of the issues impacting the advisor profession.

Integrating Health Into Wealth Management

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Private health advisory services can be a helpful tool for financial advisors.

Unearthing The Fossil Fuels In Mutual Funds

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As You Sow and Morningstar have launched a service enabling investors to gauge the percentage of fossil-fuel company stocks in a mutual fund portfolio.