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April 2016

2016 Independent Broker-Dealer Survey: DOL Storm Watch

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B-Ds worry that the new DOL rule will mean a radical change to business.

What Millennials Want

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This younger generation has joined the workforce, and they aren’t what they seem.

Why RIAs May Start Looking More Like Accounting Firms

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Equity units could be replaced by income units and cash flow will replace revenue as a valuation tool.

Asset Allocation Meets The Income Challenge

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As clients ask tough questions, advisors are finding the truth is a tough sell.

Stop Operating A Practice And Start Running A Business

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If you want to stay in this industry, that is.

A Bigger Picture For Money Management

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Advanced planning strategies use more than investment management to attract clients.

The 7 Disruptions

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Financial advice is not immune from the technological upheavals that have buffeted other industries.

A Potential New Client Base

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New entrepreneurs among retirees could offer opportunities for long-term advisory relationships.

The Short, Strange Trip Of Yieldcos

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Focused on renewable energy and paying hefty dividends, yieldcos have been knocked around in their brief existence.

Playing Both Sides

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Market neutral funds: It’s not timing. It’s methodology.

The Wealthier Fraternity

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Financially secure families can also benefit a lot from proper college planning.

Money’s Mysteries And Us

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“Mystery creates wonder and wonder is the basis of man’s desire to understand.” —Neil Armstrong

Advisor Emporium

WisdomTree Debuts PutWrite Strategy ETF

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New York-based WisdomTree has launched an options-driven ETF.

Editor's Note

Darwin And The DOL

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Broker-dealers aren’t waiting on Washington, they are devising solutions to help advisors service smaller accounts efficiently.

Frontline News

Creating Diversity One Advisor At A Time

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Raymond James’s BFAN group says hiring minority advisors should be based on quality, not quantity.

Leveraging The Robo Opportunity

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Cogent says robo platforms can be a helpful tool to grow an advisor’s practice.

Prospecting For Physician Clients

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Advisors should target doctors when they’re young and be willing to accept their lower asset levels.

American Century’s Profits Fuel Medical Research

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A sizable share of the fund company’s profits go to its controlling owner, the Stowers Institute for Medical Research.