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January 2018

How Long Will The Party Last?

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Main Street is finally coming back to life, but can consumers keep the expansion going?

The Risk Of Rising Optimism

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Will we soon face the kind of euphoria over stocks that once fueled the tech boom (and bust)?

Money Won’t Always Follow What You Love

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Here’s what a good day looks like to a planner with the right priorities.

Ways To Retain Top Clients Before They Leave

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Retaining anchor clients is critical for every advisory firm.

The Big Hack Attack

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How vulnerable is your RIA firm to a cyber attack? A “pen test” can check your defenses.

Creating The Right Client Profile

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There’s a simple way to differentiate your firm and better serve your clients.

Looking For Yield In All The Wrong Places

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Has the search for dividends jumped the shark?

Searching For Value In A Pricey World

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The Causeway International Value Fund says some valuable companies are suffering from needlessly punished stock prices.

Beyond House Calls

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Insurers catch up with trends in telemedicine.

Insurance-Linked Securities

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An alternative, noncorrelated asset class that’s growing.

Of Wills And Wine

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The bittersweet experience of helping a friend and client who becomes terminally ill.

What If This Turns Into A REALLY Long Boom?

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Experts expect the next recession to arrive between 2019 and 2021, but all are asking what could go wrong, not what could go right.

Advisor Emporium

A New Analytics Tool For ESG Investing

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State Street Global Exchange debuted a systematic tool that assesses environmental, social and governance products.

Editor's Note

New Year, New Challenges

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As of this writing, the Senate and House of Representatives have reached a tentative agreement on the first major overhaul of tax legislation in more than 30 years...

Frontline News

RIAs Join The B Corp Movement

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B Corp-designated firms meet rigorous standards for social and environmental performance, accountability and transparency.

Hybrid—Digital And Human—Platforms Offer Best Of Both Worlds

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Cerulli posits that marrying human and automated advice offers the best combo of scalability and personalization.

Get Ready To Work Longer Before You Can Retire

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A strict fixed retirement age may no longer be in the general interest, the OECD says.

Annuity Sales Dip, Again

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Several factors account for the decline, but the long-term outlook isn’t bleak.

Advisors Will Expand International Holdings In 2018, Survey Says

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The vast majority of advisors surveyed said they plan to increase international allocations in 2018.

The Death Of Mutual Funds Is Greatly Exaggerated

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Bond funds find favor as the population ages and baby boomers reach retirement.