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August 2017

The Lion In Summer

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Jeremy Grantham says this is an anti-bubble, not a bubble.

The Other Career Track

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Non-revenue operations people need a place to shine at their jobs, too.

A Nurturing Campaign

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This method allows you to turn other professionals into a pipeline of new wealthy clients.

The Calmest Lawyer In The Room

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Chris Frieden expects national players to dominate the advisory space.

Market While You Sleep

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Marketing automation software promises advisors a way to find a good match with clients.

First Look: Whealthcare Planning

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Carolyn McClanahan, a planner and physician, is behind software that could revolutionize health and eldercare planning.

Recruiting Speeds Up

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More advisors are reassessing their B-D affiliations with an eye on the DOL rule.

Time To Rehydrate

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Liquid alternatives deserve more attention as market risks mount.

Taking Factors To The Max

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It’s not enough to have investing factors these days—you have to mix them. But the optimal recipe for multifactor ETFs remains elusive.

The Reading On REITs

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Interest rates alone can’t predict the success of real-estate investment trusts, say REIT fans.

Craving Cash Flow

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The Columbia Dividend Income Fund looks for companies whose cash flow can support sustained dividends.

Is it Time to Review Your Fee Schedule?

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“Nowadays people know the price of everything and the value of nothing.” —Oscar Wilde

Grantham’s Worldview: What Trump Got Right And U.S. Politicians Got Wrong

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America's biggest problem is income inequality but U.S. politicians have ignored middle-class decline.

Advisor Emporium

AssetMark Introduces Business Assessment Tool

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Concord, Calif.-based AssetMark has rolled out a free online business assessment tool for financial advisory practices.

Editor's Note

Look At The Facts

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In a world changing as fast as the present one, defining value is very challenging.

Frontline News

Advisors Should Do As They Say

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Succession planning still sometimes gets short shrift with financial advisors.

SEC Approves Major Exam Revamp

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The update will create a “securities industry essentials” exam—an entry-level test covering industry basics.

Short On Revenue, Finra Raises Fines, Freezes Top Salaries

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Faced with dwindling operating revenues, Finra has frozen the salaries of its top executives.

Getting The Best Price On Muni Bonds

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A new service from 280 CapMarkets aims to help advisors get better pricing on municipal bonds.

Art Collecting On The Cheap

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Lower-cost online art purchases brings newbies to the collecting world, and possible relationship-building opportunities for advisors.