January 2018

How Long Will The Party Last?


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

The Risk Of Rising Optimism


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


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


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

Creating The Right Client Profile


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

Looking For Yield In All The Wrong Places


Has the search for dividends jumped the shark?

Searching For Value In A Pricey World


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

Beyond House Calls


Insurers catch up with trends in telemedicine.

Insurance-Linked Securities


An alternative, noncorrelated asset class that’s growing.

Of Wills And Wine


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

What If This Turns Into A REALLY Long Boom?


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


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

Editor's Note

New Year, New Challenges


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


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


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


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

Annuity Sales Dip, Again


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

Advisors Will Expand International Holdings In 2018, Survey Says


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

The Death Of Mutual Funds Is Greatly Exaggerated


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