January 2016

What’s In Your Brand?


Backed by two notable families, Bronfman E.L. Rothschild aims to leverage its brand for future growth.

Social Graces


Survey says, professionals who have integrated social media into their practices are increasing AUM and clients.

The Future Of Retirement


Advisors polled look at what the new retirement reality will be—what it will mean for work and saving.

Your Approach Matters


Strong communication should deliver a lot of inquiries from people who may become clients.

The Art Of Self-Management


Don’t let others control or dictate your day, and choose what you will and won’t do.

Social Risk And Referrals: A Game-Changer

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Affluent clients fear the social cost of referring friends and family to advisors.

Drawing A Line On ‘Enough’


Meaningful work and the impacts we have on others are the hallmarks of truly abundant living.

RIA Custodian Technology Roundup


Each custodian offers advisors an approach that differentiates it from its peers, but they all plan new tech services.

Still Kicking


It won’t be a banner year for U.S. equities, but it won’t be a total bust.

Two Issues For MLP Investors


For clients who don’t have exposure, MLPs could be worth a look.

A Sharper Focus


This fund concentrates on best picks that it holds for at least five years.

What Do We Know Of Money?


Prosperity is a way of living and thinking, and not just money or things. Poverty is a way of living and thinking, and not just a lack of money or things. —Eric Butterworth

Advisor Emporium

Goldman Launches New Strategic Beta ETF


New York-based Goldman Sachs Asset Management has launched an ETF aimed at providing exposure to investment opportunities in developed equity markets outside of the U.S.

Editor's Note

Spending Over The Life Cycle


or decades, the financial services business has been criticized for its laser-like focus on managing clients’ assets while paying lip service to their spending and liability issues...

Frontline News

Wealth Transfer: Opportunity (Or Not) For Advisors


The intergenerational wealth transfer could be a growth opportunity or a potential loss of assets for financial advisors, depending on their role in the process.

Advisor Head Count Up In ’14, But Long-Term Trend Is Down


Cerulli said advisor headcount should experience a mini-renaissance, followed by another decline starting in 2019.

Public Does Not Understand ‘Fiduciary,’ Advisors Say


Many advisors do not use the term "fiduciary" in marketing material because they feel the public does not understand it, according to a recent survey.

Long-Term-Care Insurance Gets An Increase In 2016 Tax Deductible Limits


For financial advisors, the increase in deductible limits is the latest selling point of benefits that long-term care insurance affords clients.

Do Investment Advisors Earn Their Fees?


GradeMyAdvisor has rolled out an online service to quantify the value added to portfolios by investment advisors.

The Unique Ownership Of Green Century Funds


The two Green Century mutual funds are owned by the advocacy groups collectively known as US PIRG.