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June 2016

Is 4.5% Still Safe?

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Bill Bengen examines whether the portfolios of people who retired in 2000 and 2008 survive.

Why Women Are Better Entrepreneurs

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Kevin O’Leary of ‘Shark Tank’ shares 10 attributes he has learned from his investments.

When Spending Is Harder Than Saving

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It’s surprising how little clients may need from their portfolios.

5 Ways To Prevent Burnout Among Your Staff

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These actions cost little, but pay big rewards.

Three Operational Necessities

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What’s necessary for extremely successful high-net-worth wealth management.

What It All Means

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Small brokerages grapple with the new DOL rules trying to find out what the new law means to them.

Technology Boom

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Advisors strengthen ties with Silicon Valley’s millennial millionaires.

Junxure Cloud Comes Of Age

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The firm’s extensive knowledge of how RIAs work is an advantage.

Another Look At Emerging Markets

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Will the emerging market rally of early 2016 turn out to be ephemeral?

A New Path To Yield

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Real estate loans are an alternative source of fixed income.

The Multi-Alternative Master

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The portfolio blends different styles to get a consistent return.

Insurance Experts Survey Post-DOL Annuity Landscape

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Clarity has yet to emerge, but skeptics are concerned.

DOL Rule Means Lots Of Homework This Year

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The new rule represents the most important, far-reaching and impactful regulatory change to the retirement advice arena in decades.

Advisor Emporium

John Hancock Launches 5 Sector ETFs

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Boston-based John Hancock Investments has introduced five exchange-traded funds, bringing its total ETF lineup to 11 products.

Editor's Note

A New Kind Of Retirement

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A dynamic, disruptive labor market and greater longevity are two driving forces changing clients’ lives in ways we are just beginning to discern.

Frontline News

Advisors Staying Relevant Online

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There’s an increased push to make advisor websites stunning and smart-phone compatible.

MEPs Can Transform Retirement Industry

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Multiple employer plans can help advisors add value for small-business owner clients.

The Advent Of Robo 3.0

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Their use of active strategies and alternative asset classes could herald a change in the automated investment space.

Ex-Advisor Facilitates Impactful Investments

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Chris Hale’s company, Kountable, facilitates investable projects in Africa.

Laura Bush Gets Warm Reception At Invest In Women Conference

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Nearly 400 attendees heard observations from the former First Lady, Shark Tank's Kevin O'Leary and many others.

Inside Retirement: Noonan On Trump; Murray On Advisors As Therapists

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The 7th Inside Retirement Conference featured an all-star line up of speakers, including Peggy Noonan and Nick Murray.