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March 2018

Alliance Of Mavericks

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A robo-advisor seeking human planners buys into RIA Plancorp.

When Adult Children Wreck Parents’ Retirement

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How do advisors deal with clients when adult children are still draining their finances?

Siegel Shares Some Sober Thoughts About Stocks

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He believes financial markets are entering a new phase.

Culture Is Greater Than Life Balance

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Spelling out a firm’s culture helps employees determine if they are a good fit.

Why The Ultra-Wealthy Prefer Multi-Family Offices

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MFOs’ holistic model better meets the needs of the wealthy.

Want More Women Advisors?

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Here’s what firms should be doing to bring more women into the profession.

Are Emerging Markets Ready For An Encore?

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EM stocks were star performers last year, but observers wonder if they can weather a global trade out of equities.

Real Estate Investors Uneasy

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While a few are changing plans because of the tax overhaul, most clients are taking a wait-and-see approach.

A Keen Eye For Trouble

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The T. Rowe Price Value Fund both looks for cheap companies and tries to avoid land mines.

The Latest College Scene

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College savers could use a crash course on the tax law changes.

A Final Love Letter

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This is how you leave a legacy.

Advisor Emporium

Hearsay Offers Compliant Client Engagement Tools

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Angie Herbers, founder of the advisor consulting firm FourPointe Consulting, has launched an educational platform, Beyond U, to help advisors grow their firms.

Editor's Note

Is Financial Repression Over?

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Economists at JP Morgan are expecting four increases in the fed funds rate this year and another four in 2019.

Frontline News

Advisory Firm Is Literally Focused On Financial Fitness

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A fitness center and nutrition advice are part of this advisory firm's plan to improve the lives of clients.

Execs Debate The B-D Of The Future

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Broker-dealer officials realize their businesses are changing at a fast pace.

Impact Bonds Are Making Bigger Impact

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Incapital works with financial advisors, broker-dealers and banks to offer impact bonds to retail clients.

CFP Board Won’t Bow To Pressure To Defer Fiduciary Standards

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The board said it would not table its proposed best-interest code of standards in the face of broker-dealer pressure.