Latest Issue Cover
Home » Financial Advisor Magazine » February 2017
Past Issues | Next Issue

February 2017

Embracing The Educator’s Role

by

The CFPs at Financial Finesse focus solely on workplace financial education.

Rethinking Retirement Liability

by ,

By using a different kind of metric, we can better imagine what retirees will need in the age of longevity.

Artful Framing

by ,

To work with the wealthy, you must consider even the way you use language.

The Big Picture App

by

Computing safe withdrawal rates … and more.

Braving Bonds In The New World

by

Rising interest rates and political uncertainty make picking the right securities paramount.

Room To Run

by

Financial funds set the pace in 2017.

Investing In Europe And Asia

by

Is it still worth it in the age of the strong dollar?

What Role Do Alts Play?

by

Many retail alternative funds are too new to evaluate. Critics wonder if they work.

Mining The Information Gap

by

These managers want to exploit the incomplete earnings picture of many small companies.

Charitable Inheritance Dilemmas

by

A new way to balance a comfortable inheritance and charitable giving.

Question Everything

by

Don’t rely on the opinions of experts to off-load your critical thinking.

Advisor Emporium

Pax World adds Smart Beta, Bond, Large-Cap Funds

by

To start 2017, Portsmouth, N.H.-based Pax World Management announced the launch of three mutual funds in two asset classes.

Editor's Note

A Novel Retirement Approach

by

One of the benefits of this job is finding new concepts in the financial advice world.

Frontline News

Women Are Key To Advisor Succession Dilemma

by

Women present an untapped talent pool that offers a solution to the industry’s recruiting problems.

Aikin, CFP Board Reviewing Professional Conduct Standards

by

The last review of the standards took place in 2009.

Only A Fraction Of Advisors Prepared For DOL Rule

by

Many advisors are scrambling to meet the April deadline for implementing the DOL’s fiduciary rule.

46% Of Americans Warm To Robo Advice, Report Says

by

The financial advice business stands to be disrupted by the growth of web-based advisors.

Boomers, Millennials May Be Priced Out Of Desired Housing

by

Boomers can't afford many coastal areas, while the percentage of millennials owning homes is lower vs. previous generations.