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May 2016

Young Advisors To Watch In 2016

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These young advisors are learning the ropes differently and thus changing the rules of planning.

Fast Track To Success

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To develop talented young advisors, you need good raw material but also a road map for their careers.

Smart Beta And The Alpha Mirage

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Experts at a smart beta roundtable question whether the performance of stocks in certain ETFs is sustainable.

Why Service Should Be Consistent

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When everybody at a firm speaks with one voice, it gives clients confidence.

The Best Model

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Is your business model right for you—and is it right for super-rich clients?

Cashing In On Experience

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Our economy is relying on experience and maturity now more than at any time in history.

Persuading Women To Take More Control

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Advisors emphasize education, communication and community building.

Special Advice For Special Needs Parents

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Special needs children’s challenges last a lifetime.

Fidelity’s Big Bet Unveiled

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It hopes to wow advisors with its new platform to help them digitize their businesses.

Growing Pains

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Liquid alts finds hope for renaissance after dry stretch.

Preparing For The Bear

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Advisors take different approaches to prepping portfolios for a possible downturn.

A Believer In Megacap Growth Stocks

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Aziz Hamzaogullari thinks like a private investor.

Planning Ahead

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Retirement plan experts discuss the implications of the DOL’s new fiduciary rule.

Mixed Blessings For Annuities

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The new fiduciary ruling was less onerous than some feared. But companies await clarity.

An LTC Silver Lining?

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Despite the long-term-care insurance sales decline, top insurers report sales growth.

Anti-Trade Populism

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Anti-trade populism in the presidential race portends a dangerous retreat from the nation’s role in world affairs.

Advisor Emporium

Vanguard Expands Dividend, Fixed-Income ETFs

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Valley Forge, Pa.-based Vanguard Asset Management has introduced two international dividend ETFs.

Editor's Note

The DOL’s Clarity Problem

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Whatever side of the issue you are on, these remarks provide a glimpse of the world regulators are living in.

Frontline News

The DOL Rule: What Comes Next?

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Though lawsuits are expected, the rule went easier on the brokerage industry than originally expected.

Attracting Single Women As Clients

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Advisors who are successful at attracting single women clients agree it’s the approach that’s different, not the portfolio.

Advisors Drowning In A Sea Of Marketing Pitches

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A report looks at how financial services companies can better reach the financial advisor audience.

Morgan Stanley Nudges FAs Toward Sustainability

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The firm has made sustainable investments more accessible to its advisors through education and easy access to products.

Americans Scared Of Inflation

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Nearly half of Americans are terrified or very concerned inflation will destroy their retirement plans, Allianz Life says.