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October 2016

You Can’t Put A Price On Culture

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A youthful, collegial culture has become a magnet for advisors wanting to join up with EP Wealth Advisors.

Building A Specialty Business Within A Wealth Manager

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Wetherby Asset Management is trying to integrate client values into its investing.

Complex And Deeply Rewarding Transitions

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The way to work with business owners in transition is to cultivate them long before it happens.

High-Net-Worth Psychology Helps Identify Areas Of Focus

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It also lets advisors estimate returns on clients’ time demands.

Believe Me

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The outlook for taxing the wealthy is fair to beautiful, if we can take the candidates at their word.

Keep Plugging In

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As the pace of change accelerates, big broker-dealers must respond to technology challenges by committing more significant resources.

No Boom Yet For These Babies

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Baby bonds are one of the most compelling sources of low-risk income that most advisors haven’t heard about.

For This Firm, Loans Are Where The Action Is

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RSF Social Finance focuses on providing loans that improve the environment, education and nutrition.

Benefiting From Bad News Bargains

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The Tocqueville International Value Fund is laden with hard-luck stories.

Tax Tips To Close 2016

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Savvy strategies and shrewd planning can benefit clients.

Reverse Mortgages Ain’t All That Great

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They might have improved, but their expensive debt is no free lunch.

Advisor Emporium

Schwab Aims Low With New Target Date Fund Suite

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Schwab Aims Low With New Target Date Fund Suite Charles Schwab Investment Management has launched a third suite of target-date funds using ETFs to create a retirement glide path for...

Editor's Note

Post-Berlin Wall Era Ends

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Eyes around the world will be riveted on the U.S. election in November, but one might want to keep a close eye Italy they will vote on their own Brexit.

Frontline News

God Is Advisors’ Co-Pilot With New Certified Kingdom Advisor Designation

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The designation helps identify financial planners offering biblically sound advice.

2016 M&A Activity For RIAs On Record Pace

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This year is on track to set a record for RIA mergers and acquisitions, according to Schwab Advisor Services.

FlexShares Takes Sustainable Investing Mainstream

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The company sees its two new impact investing-related funds as core portfolio holdings.

Rock ’n’ Roll And Taxes Connect One Advisor’s Clients

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Financial advisor Daniel Smith uses familiar music references to relate to his baby boomer clients.