February 2018

Averting Disaster When Hiring Family


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

From Whistle-Blower To Elder Champion


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


Good governance drives performance domestically—and abroad.

Advisors Must Face A New Reality For Fees


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

Right Makes Might


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

Broker-Dealers Seek Reps In Play


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

Stepping Up Scrutiny


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

Evaluating Private Investments

by ,

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

A Time For Caution


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

Make Taxes Great Now!


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


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


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


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

Philanthropy In The Post-Tax-Overhaul World


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

Fintech Helps Fight Against Elder Financial Abuse


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