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June 2017

Hardly Working? Try Hardly Retiring

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With more people staying in the workforce after age 65, how do advisors benefit?

Strange Bedfellows

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What happens when financial advisors enter politics?

Grantham Asks: Is This Time Different Or Dangerous?

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High multiples might persist for a long time, challenging value investors.

Sourcing Wealthy Investors From Private Client Lawyers

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Determining a lawyer’s style and building a connection are crucial.

The Plight Of The Small Broker-Dealer

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Small B-Ds face a regulatory pile-on.

Can Private Equity Differentiate An Advisory Practice?

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Adding it to your service mix may distinguish your firm among high-net-worth investors.

Looking For New Clients?

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New lead generation tools may help you convert prospects into clients.

A Look At Short-Term Bond Funds

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Seeking yield while maintaining stability.

Bounce Back

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Emerging markets prove resilient and promising despite anti-globalist political tantrums.

Alternative Strategies, Multiple Managers

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This Litman Gregory fund has managed to rise above the competition.

Putting RMDs To Work

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Ongoing planning lets individuals make the most of required distributions from 401(k)s and IRAs.

The Future Of Annuities

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Shifting regulations and sales trends cause uncertainty and innovation.

Robos: Just Another Branch On The TAMP Family Tree

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Too little attention is being given to what robo-advisors really are.

Advisor Emporium

Fintech Firms Offer Inexpensive Insights on Valuation

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For advisors curious about how much their firms might be worth, two companies have come up with solutions: Truelytics has rolled out a free valuation tool, while 3xEquity has enhanced its valuation...

Editor's Note

Advisors’ Melancholy Mood

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What is driving this feeling of the blues? Murray identified two major factors: the DOL fiduciary rule and the advent of robo-advisors.

Frontline News

Women Not A One-Size-Fits-All Demographic

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Women are not a niche.

New Strategies For Retirement Highlighted

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Planning for retirement in 2017 is as great a challenge as it has ever been—but that’s probably good news for financial advisors.

Advisors As Coaches

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A trio of financial advisors tell how they incorporate life coaching into their practices.

Trump Likely Won’t Stump Sustainable/ ESG Investing

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Sustainable and ESG Investing may be beyond the control of a pro-business president.