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May 2017

Young Advisors To Watch In 2017

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FA recognizes 10 advisors who are making a name for themselves in the profession.

Tapping Women Money-Makers

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They’re seeking holistic planning and they don’t want to be sold to.

Everyone Is Merging

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Few advisors are selling their practices outright. Here’s why.

Show Clients Their Spending Habits

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Here’s a subtle approach for illustrating the impact of spending to clients.

Becoming A High-Net-Worth Thought Leader

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An important step is to deliver high-value content to wealthy clients.

Finding A Trust An Advisor Can Trust

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These companies specifically partner with and cater to advisors, rather than squeezing them out of client relationships.

First Look: RobustWealth

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Advisors can offer a private label robo-advisor to their clients or automate their traditional business.

What Exactly Is A Stock Protection Fund?

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A new approach for managing concentrated stock risk.

Cautious Optimism For Emerging Markets

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Leon Edelman says the environment is right for outperformance.

Beating Conventional Wisdom Using Roth IRAs

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The best withdrawal outcomes require sophisticated analysis.

The Survivor

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Survivorship life insurance is often recommended to fund estate taxes. Does it still make sense if estate taxes are repealed?

Dealing With Controversy

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Conflicts in the advisory business are interesting to examine.

Advisor Emporium

Nasdaq Launches Platform To Enhance Alt Liquidity

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Nasdaq Private Market has launched Alternatives to provide liquidity for alternative funds.

Editor's Note

Remembering Dick Wagner

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Little did we know that when Financial Advisor published Dick Wagner’s “Got Any Spare Change?” in last month’s April issue, it would be his final column.

Frontline News

Advisors To Transition $6 Trillion In 10 Years

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Larger practices are better prepared for a smooth transfer of assets, Cerulli says.

Factor Investing To The Forefront

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Optimal Asset Management’s new portal aims to help financial advisors build better portfolios via factor-based investing.

Look Beyond Business Schools For Your Next Hire

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Financial advisory firms need to widen their search for job candidates, says Brie Williams of State Street Global Advisors.

When Wills Become Won’ts

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Failure to prepare heirs for inheritances can lead to family strife.

A Responsible Investment Robo Welcomes Human Advisors

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OpenInvest hopes to forge relationships with financial advisors via its personalized values-based investment platform.