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February 2018

Averting Disaster When Hiring Family

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When business owners bring family members into their organizations, it can wreak havoc.

From Whistle-Blower To Elder Champion

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When Philip Marshall saw his grandmother Brooke Astor being exploited, he did something. Now he’s an advocate against all elder fraud.

Countries Matter In International Investing

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Good governance drives performance domestically—and abroad.

Advisors Must Face A New Reality For Fees

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Clients have the advantage; the touch points of your advice should be very tangible.

Right Makes Might

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Readers respond to Mitch Anthony’s story about being conned.

Broker-Dealers Seek Reps In Play

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The fluid dynamics of the broker-dealer industry offered another great year to poach other people’s reps.

Stepping Up Scrutiny

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Closely vetting fixed-income investments is extremely important this year.

Evaluating Private Investments

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Investors looking at going into private investments directly need to do a lot of professional due diligence.

A Time For Caution

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Stephen Yacktman is not chasing the returns in this bull market.

Make Taxes Great Now!

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New rules make advice today invaluable.

Giddy Markets And Grim Politics

by Kenneth Rogoff

A rising tide of populism and authoritarianism poses a risk to the stable democratic institutions.

Advisor Emporium

55ip Introduces New Tax-Optimizing ETF Platform

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55ip LLC launches suite of products to help RIAs and wealth managers design tax-optimized and personalized ETF portfolios.

Editor's Note

Elder Abuse: A National Crisis

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Never before in human history have so many people been expected to manage a 30-year retirement on their own. That explains why this emerging profession has grown so fast in the last 40 years.

Frontline News

‘Disruptive’ Custodian

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Apex Clearing helped the robos grow; now it’s turning its attention to digitizing traditional advisor firms.

Philanthropy In The Post-Tax-Overhaul World

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Some charitable giving could take a hit, but it’s not all doom-and-gloom.

Fintech Helps Fight Against Elder Financial Abuse

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Advisors can apply technology to monitor the finances of elderly clients.