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September 2017

A Talent For Finding Pearls In Stone

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Gary Furukawa launched Freestone Capital as a holistic planning firm, but it's still his imagination for novel, undiscovered investments that gets clients excited.

Taking Over Client Relationships

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The lead advisor role is the basic building block of the financial advisory industry and a critical achievement in the development of a second generation (“G2”) professional...

The Terms Of Aging

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We need a new name for people who are working past age 65.

Impact Advising

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Clients aren’t buying your services; they’re buying fulfillment and outcomes.

Helping Wealthy Clients Achieve Better Outcomes

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The personal funded ratio can help make sure cash flow covers expenses over a lifetime.

DOL Rule Driving Consolidation And Disruption

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But ongoing disruption creates recruiting opportunities.

Time To Plot A New Course

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Monetary policy shifts on the horizon will affect international income opportunities.

Tapping Asia’s Dividend Growth

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Lots of Asian companies like to pay out to their shareholders.

Leaps And Bounds

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Impact investing takes work but pays off for FAs.

Head Of The Class

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Here’s how advisors have developed a niche in the underserved college planning market.

Disco, Sex And The Cybersecurity Nightmare

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What was learned from the 1970s was forgotten in the Internet Age.

Ideas For The Long Term

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The ideas of the 20th century may not be able to solve the world’s 21st century problems.

Advisor Emporium

Fiduciary Benchmarks Launches IRA Rollover Compliance Tool

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Fiduciary Benchmarks Launches IRA Rollover Compliance Tool Fiduciary Benchmarks has announced the launch of an IRA rollover tool to help advisors comply with the U.S...

Editor's Note

What Lower Returns Mean

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The challenge for advisors in this environment is elevated because the need for spending on other liabilities increases, as does the potential for client mistakes that markets can’t paper over.

Frontline News

How Folio Forged A ‘Connexion’

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Folio Institutional's Advisor Connexion robo-advisor is now being used by more than 77 RIAs.

Thinking Outside The Medicare Box

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Advisors who understand Medicare can save clients money—and also possibly their lives.

DOL Wants To Delay Fiduciary Rule Until July 2019

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The DOL wants to give wealth management companies until July 2019 to comply with the new regulation.

Master ETF Strategist Outlines Eight Possible Black Swans

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It's not just North Korea. Strategist Steve Cucchiaro says many other unfortunate scenarios could materialize.