July 2016

2016 RIA Survey & Ranking

by ,

In an era of consolidation and graying professionals, RIA firms must keep an eye on the future as well as their bottom lines.

The Next Recession

by

It may be further away than many fear.

Igniting The Corporeal/ Cognitive Spark

by

Mind and body are linked, which makes physical activity imperative as we age.

Want To Live Forever?

by ,

Immortality may never come, but with comprehensive planning, living to 120 just might be in the cards.

Here’s One Of The Best Investments Your Firm Can Make

by

And the dividends it pays are more than economic.

What’s New In Advisor Technology

by

These trends will play a role in the success of financial advisory firms.

Factor Frenzy Hits ETFs

by

More factors for more products.

Is It Still The Right Time For Dividend Stocks?

by

The most recent rate environment suggests payout increases may slow.

Growth Stocks For A Slow-Growth World

by

Susan Hirsch, manager of the TIAA-CREF Large-Cap Growth Fund, likes to buy good companies on bad news.

The Fear Factor

by

Don’t let DOL rule speculation scare you.

Advisor Emporium

IndexIQ Offers Momentum-Based Fixed Income ETF

by

IndexIQ has introduced what it hails as the first ETFs to use a momentum approach to fixed-income markets.

Editor's Note

Time For Strategic Shifts

by

This year, the first baby boomers are turning 70 years old. Even though many say they want to work forever, more than a few are starting to retire.

Frontline News

RIA Firm To Put Term Limits On Leadership

by

Summit Financial Strategies is working on a plan to put term limits on key officer roles to foster next-generation leadership.

Advisors Faulted For Pushing Parents To Save Too Much For Their Kids’ Education

by

A former FDIC chair says advisors should stop scaring parents by telling them to save more than they can afford.

Digital Expectations And The Wealth Management Experience

by

Wealth management providers feel pressure from technology solutions such as digital advice.

The Webs Advisors Weave

by

Financial advisors tend rely on the websites of a few trusted providers they’re familiar with.

ImpactAssets Brings Microfinance To A Macro Audience

by

ImpactAssets has created two debt securities aimed at retail investors and designed to be sold through wealth management platforms and brokerages.