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December 2017

Fixing A Broken Retirement Withdrawal Plan

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A look at three portfolios will help in dealing with plans in trouble.

Books Of The Year 2017

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Two classics—one financial, one not—highlight an eclectic year.

Dodging Value Traps Amid Pervasive Disruption

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The notion that prices of beaten-down equities will revert to the mean can serve value investors badly.

Harsh Lessons In Modern Con Art

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How the unscrupulous can destroy lives and fortunes.

Why Client Data Is Gold

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Wealth managers will help guard and monetize it.

Custodians Offer High Tech Goodies

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The competition among custodians has yielded a smorgasbord of new software options for RIAs.

Searching Far And Wide For Equities

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International equities are becoming more compelling, but investors must travel carefully.

Municipal Bonds Hang Tough

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This fund carefully evaluates lower quality credits and parts of the yield curve that appear most attractive.

Giving Smarter

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Philanthropy can’t stop right after a disaster. Donor-advised funds are one way to keep the donations flowing.

Variable Annuities Diversify Abroad

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The number and variety of international subaccounts are on the rise.

Don’t Believe What You’ve Heard About Millennials

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We want a stable career, a family and a home.

Advisor Emporium

YCharts Launches Corporate Events Data Feed

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YCharts Launches Corporate Events Data Feed The self-proclaimed financial terminal of the web launched a new product that provides traders and fund managers with an exclusive data...

Editor's Note

Retirement Success Isn’t Easy

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A major reason individuals use advisors is to cushion themselves against short-term market swings. It’s easy to see why.

Frontline News

SEC Creating Searchable Database Of Barred Brokers And Advisors

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The agency is creating a national database to ferret out barred and suspended advisors and brokers.

Gen Z And Financial Advisors . . . A Good Match?

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It's not too early for advisors to be thinking about Gen Z.

Advisors Can Have Unconscious Biases

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The male-dominated financial services industry needs to expand its vision, Brown Brothers Harriman says.

Caregivers Face Increased Financial Difficulties

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A new study suggests that giving care to family in need will be a strain on people's finances.

Smart Beta’s Search For Alpha

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Smart beta increasingly is seen as a passively managed approach to achieve excess investment returns.

When It Comes To Alternatives, Be Opportunistic, Say Two Advisors

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Speaking at the Inside Alternatives conference, two alt fans stress opportunistic investing and flexibility.