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November 2016

Institutional Minds, High-End Practice

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Innovest Portfolio Solutions has parlayed its institutional consulting business into advice for the wealthy.

Point Of Inflection Or Rotation

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To sustain a move higher, equities need help and it won’t come from bonds.

A Greater Return On Life

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A revolution is about to change the profession.

What’s Wrong With Advisor Tech, And How To Fix (Some Of) It

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Integration is one of the biggest challenges.

Optimal Rebalancing With Tolerance Bands

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Research suggests it’s a superior method of rebalancing portfolios.

Concerned About Another Flash Crash?

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Here’s how to safeguard ETF trades.

The Road Ahead For Fixed Income

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Central bank policies have led bond investors to sharpen their game in search of yield.

The Power Of Dividend Growth

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Franklin’s Donald Taylor thinks his picks may hold their own if rates rise.

Annuities' Future

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What changes are likely in the post-DOL world?

Watching Their Backs

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Legal land mines for retirement plan sponsors are plentiful, but advisors can help.

A Call To Industry! Let Our Profession Go…

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The relationship between the financial services industry and professionals is going to change.

Advisor Emporium

Firms Roll Out Personalized QDIAs

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Russell Investments and Envestnet Retirement Solutions have teamed up to offer a “managed” qualified default investment alternative (QDIA) for defined contribution plans.

Editor's Note

After The DOL Comes The SEC

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If an advisor works with a client on IRA and 401(k) assets, the DOL rule as initially written essentially holds them to a fiduciary standard on taxable accounts as well.

Frontline News

RIA Firm Ties Fees To Performance

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Pure Portfolios will cut fees for its accredited investors if it doesn’t attain its investment performance goals.

DOL Rule And The Rise Of Cookie-Cutter Portfolios

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Some managed accounts will focus more on risk than return when building model portfolios for advisors.

Funds Are Taking The Peer Out Of Peer-To-Peer Lending

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Peer-to-peer lending is morphing into something that looks a lot more like traditional Wall Street banking.

What’s The True Number Of Women Advisors?

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Some firms include more than advisors when they report their numbers, says the head of Raymond James' women's network.

Philanthropy Remake

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Millennials are adding new twists to charitable giving.