October 2017

Voices Of Experience

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Practitioners from around the country reveal the most important lessons they’ve learned about the profession.

Managing Sequence Risk For Retirees

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Here are four ways you can help clients deal with market declines early in retirement.

Alternative Advice

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You can add value by talking with clients about things other than their investments.

Affluent Investors Seek Thought Leaders

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Use these core strategies to serve high-net-worth clients.

More Security, Better Platforms

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Broker-dealers are rolling out tools to help advisors compete effectively.

Long-Short Investing: Is The Time Right?

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Joel Greenblatt, Jim Paulsen and Ali Motamed say expensive equity markets provide some opportunities.

Shifting To International Equities

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There are still good reasons to like the markets, despite their high valuations.

A Multi-Million-Dollar Tax Break

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Few investors know they can win big tax breaks on qualified small businesses.

Using Life Insurance In Retirement

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If used right, it can free up money that clients can allocate for other goals.

Colin Powell’s 40/70 Approach To Leadership And Executive Decisions

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Some advisors rely too much on gut decisions, while others are in “paralysis by analysis.”

Advisor Emporium

Raymond James Launches Magazine For Women Planners

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Raymond James Launches Magazine For Women Planners Raymond James announced the launch of Aspire to Greater, a publication oriented toward female advisors...

Editor's Note

Finally, Decent News For Americans

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It’s been a long climb for many Americans, but finally the median American household has seen its income reach just over $59,000.

Frontline News

Many Year-End Tax Moves Hinge On Washington

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Potential changes are keeping clients, advisors and accountants on their toes.

AQR Turns To Long-Only International Funds

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The noted provider of liquid alts strategies is turning its attention to long-only strategies.

Eight College Teams Compete In Financial Planning Challenge

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The top three teams to be selected at the FPA Annual Conference will receive financial awards to their schools.

Making Sense Of Factor Investing

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Factor investing seems like a newfangled concept to many investors. In reality, it has been around for decades in academic research, and work on the topic has collected five Nobel prizes...