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

March 2017

The Big Business Of 401(k)s

by

Why a bunch of giant RIAs got into the retirement plan business. (Maybe you can too.)

Where We'll Live In The Future

by

It most likely won’t be where we live now.

Having The Wind At Your Back

by

Implementing these ideas will help you improve your practice, and your life.

Cash-Flow Analysis Conundrums

by

Many advisors don’t do such analysis with clients—and that’s a mistake.

Trump Could Make Savvy Financial Advisors Much Wealthier

by

But some professionals like estate lawyers and insurance agents could face severe pressures.

The View From 30,000 Feet

by

Schwab’s Bernie Clark gives his thoughts on the future of the advisory business.

Investing In Mexico In The Trump Era

by

Some managers are more concerned about investing there than others.

Time For Tips ETFs?

by

They have attractive attributes, but investors often overlook risks.

Chasing The Back-To-Cities Trend

by

Has the cycle that fed residential REITs passed?

All In The Family

by

Danton Goei adds a global bent to a multi-generation investment tradition.

College Math

by

Families can implement many strategies to cut college costs—if they know about them.

Financial Fitness For Millennials: A Holistic Approach

by

We know all about the financial challenges faced by millennials...

Advisor Emporium

Small-Cap Mutual Funds Debut Amid Trump Bump

by

Small-Cap Mutual Funds Debut Amid Trump Bump 2017 could be the year for small caps, thus advisors might keep two new mutual funds in mind...

Editor's Note

The Market Has Decided

by

Despite political uncertainty regarding the DOL rule, several major wealth management firms plan to comply with tenets of the rule.

Frontline News

Clean Shares Could Shake Up Investment, Advice Industries

by

An unlikely industry segment is throwing momentum behind fee transparency and fiduciary advice.

Remaining Profitable In A Low-Fee World

by

Giving clients value while maintaining profitability forces advisors to think in new ways.

The Financial Firms Clients Love, And Why

by

Hearts and Wallets survey reveals the financial services firms that rate highest with clients.

American Investors Took Silver In Global Investing

by

American investors achieved the second-highest average returns among global investors in 2016, according a recent survey.

Portfolios And Their Physical Risks

by

MSCI says investors are taking a closer look at ESG-related physical risks in their portfolios.