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April 2017

2017 Independent Broker-Dealer Survey: No Going Back

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Broker-dealers will continue to reinvent themselves, whether or not the DOL rule moves forward.

How To Beat The Conventional Wisdom: Part 1

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The most tax-advantaged money may not be where you think.

America First Investing

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Is 3% growth sustainable? Animal spirits have been unleashed; now it’s show-me time.

5 Steps To Prepare For The Marketing Wars

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To prepare for the marketing fight ahead, advisors must focus on people willing to pay a premium for personalization.

Rethinking Retirement Liability: Part 2

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Calculating the “personal funded ratio”—and its key benefits for financial advisors.

Womenomics: A Different Lens

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Jackie VanderBrug talks about the way women will transform economies.

ESG Pioneer Sees Challenges Ahead

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Manager Jerome Dodson and others are concerned the potential rollback of financial and environomental regulations.

Estate Planning: It’s Not Over

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There are a dozen reasons prudent estate planning will remain critical, even if the federal estate tax is repealed.

Got Any Spare Change?

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One of the ways for us to become better planners is to better understand change.

Natixis Launches ESG Target-Date Funds

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Natixis Global Asset Management launched the Natixis Sustainable Future Funds, a target-date retirement series focusing on environmental, social and governance investing.

Why The Shortage Of Female Advisors?

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A major conference topic will be how to attract more women to the business.

Unconventional Retirement

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What to look for at the Inside Retirement conference.

Editor's Note

A Very Special Thanks

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Money certainly isn’t everything, but most Americans value financial independence as one of their primary goals.

Frontline News

The Discount Firm Price Wars

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Fund expenses remain the largest battleground in the discount brokerage price war.

Cannabis Creates An Investment Buzz

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Opportunities—and risks—abound in one of the country’s growth industries.

Future Will Demand More Of Advisors

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CFA Institute says advisors will have to broaden their services to be successful.

Managing Finances Not A Forte For Many People

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Forty-four percent of people rank themselves a “C” or lower on the money management scale.

DeVoe, Kochis Launch Succession Planning Platform

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DeVoe & Co. is bringing on the well-known advisor to help launch the service.