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September 2016

Free To Live, Free To Work

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Brighton Jones has thrived teaching clients that there’s more to life than waiting for a faraway retirement.

Advice In The Age Of Longevity

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Top 10 priorities for those who want to transform their practices.

Life Intermissions

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Most retirees see taking time off as part of the next phase.

Is The Credit Shelter Trust Still Right For Clients?

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Sometimes, especially for clients with children who are young or from previous marriages.

Family Steward Relationship Management

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Use high-net-worth psychology to build high-touch service.

Many Advisors Won’t Survive The DOL Rule

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Lawsuits are coming—what you and your firm must do to remain relevant and successful.

Small-Cap Withdrawal Magic

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Could a little allocation tilting dramatically increase safe withdrawal rates?

Deeper Dive

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Asset managers and investors are taking a closer and fresher look at water opportunities.

Lessons From Brexit

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Brexit could be a harbinger for the next Big Nasty event.

Leaving The Benchmark Behind

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Manager Steven Vannelli uses a little-known screen to uncover innovators.

Back To School

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Advisors share important college-planning lessons.

LTC Insurance Restrictions

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Watch out for the fine print.

When Adult Children Wreck Parents’ Retirements

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Having clients’ retirement vision destroyed by their kids is one problem that is largely preventable.

Advisor Emporium

Riskalyze Brings Autopilot To Retirement Plans

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Riskalyze Brings Autopilot To Retirement Plans Sacramento, Calif...

Editor's Note

A World Without Pensions

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Neither candidate has addressed changes to make the system sustainable in the serious way that both Presidents Obama and Bush at least discussed.

Frontline News

Advocating For More Disabled Advisors

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Kane Brolin, a blind advisor, says the industry needs to recruit more disabled advisors.

Advisor Helps Underserved ‘Clients’ In Nicaragua

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Chuck Steege works to provide micro loans to entrepreneurs in that poor Central American nation.

How To Acquire An Advisory Practice

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Kestra Financial CEO James Poer makes recommendations for a successful acquisition.

Prevailing Wage Is Firm’s Secret Sauce

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Prevailing-wage consulting could be a market niche for financial advisors.