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July 2017

2017 RIA Survey & Ranking

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It's said that business doesn't like uncertainty, yet many RIAs have benefited from turbulent times.

When Life Changes, Plans Must Follow

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Sometimes planning needs to be more improvisational and geared to client emotions.

DIY Marketing To Sharpen Your Message

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If you get your message right, other marketing efforts will become easier.

The Age of Machines

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Advisors should strive to be the ‘best of the best’ to survive in the profession.

Locating Your Core—And Your Clients’

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When life lacks purpose, consider three elements in ordering clients’ priorities.

The Evolution Of The Advisor Platform

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Three firms are bringing distinctly different custodian approaches to advisor technology.

Dividends For All Seasons

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Whether you believe the bull market has legs or worry it may all come tumbling down, there’s a dividend-paying strategy for you.

Staying Green Despite Politics

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Environmental investing should thrive despite the White House’s anti-green agenda.

Emerging Markets Star Sets Up Shop

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Rajiv Jain is aiming for another success story with his new fund.

HSAs: Little Understood, But Here To Stay

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Critics say they primarily benefit the affluent.

How To Balance A Life

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Firms should define ‘balance,‘ and professionals need to be realistic.

Advisor Emporium

Fidelity Adds Sustainable And Muni Mutual Funds

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Fidelity Investments announced the launch of two sustainable index funds and a defined maturity fixed-income product.

Editor's Note

When Change Accelerates

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In early June, I had the opportunity to attend Singularity University’s Exponential Finance conference, and it was an eye-opening event...

Frontline News

DOL Rule Could Boost Role Of Home Office Portfolios

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Advisor discretion over accounts might be on the wane.

Wealthcare’s GDI Platform Enables Advisors To Grow . . . Or Not

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Wealthcare’s advisor tools are part of a trend toward augmented intelligence.

Advisor Makes Risk Tolerance More Meaningful

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Mark Friedenthal’s risk management tool, Tolerisk, is used by roughly 75 RIA and hybrid firms.

Health-Care Burden To Top $400,000 For Retirees

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A 65-year-old couple retiring this year faces health-care costs of more than $400,000, a recent report says.

A Fiduciary Rule For Annuities?

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State regulators says annuity suitability rules may have to be adjusted on the state level to conform with the DOL rule.