April 2018

2018 Independent Broker-Dealer Survey: The Big Rethink

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Amid vast industry changes, broker-dealers must consider reinventing themselves.

Stop With The Phony Slogans

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Actions, not words, really make the value system of a firm.

Robot Wars And Labor Market Alarm

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Bain believes automation and AI could eliminate 30 millions jobs by 2030.

The Next Generation Won’t Wait

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Advisors are dangerously complacent about serving next gen clients.

Helping Clients Face Alzheimer’s Disease And Dementia: Part 1

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Unless there’s a cure, all advisors could face a client suffering from dementia.

A Tangled Legacy

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Sylvia Brown traces the history of her old-money family and its ties to philanthropy—and slavery.

Giving Among The New Wealthy

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The demographics are going to be changing among high-net-worth investors, and that will have a dramatic impact on charitable planning.

Too Much Of A Good Thing

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There might come a time that your wealthy clients find themselves with too much life insurance, and they might want to convert policies into investable assets.

The View From The Top

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She made it in a man’s world. Now she’s an outspoken advocate for women advisors and investors.

Bernstein’s Passive-Active Strategy

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Is ‘pactive’ really a new way to invest or another name for smart beta?

Environmental Disruption

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How can your investor clients benefit from getting to know the U.N.’s sustainable development goals?

Taming The Bond Bear

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Attention to macroeconomic forces has helped this bond fund navigate a rising interest-rate world.

DNA And Long-Term-Care Insurance

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A bad combination, or the shape of things to come?

Changing Lanes

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Advisors who want to switch firms face both logistical and emotional roller-coaster rides, but sometimes it’s inevitable.

Advisor Emporium

MassMutual Links With Apple’s Face ID

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Your face might be your fortune, but it can also be your password.

Editor's Note

Help Wanted: Women

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Despite dedicated efforts by many, many people to bring more women into the profession and give women a greater voice, a lot of work still needs to be done.

Frontline News

Winning At Retirement Is About More Than Money

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Retirement “satisfaction” should be a big part of retirement planning, one advisor says.

HNW Clients Warming Up To Digital Advice

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Advisors should add digital capabilities to serve retirement-age clients, says Cerulli.

Male Or Female Money Managers? It Doesn’t Really Matter

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A Morningstar report suggests the gender makeup of a fund’s management makes no difference.

Donor-Advised Funds: Where The Money Goes

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Educational causes are the top destination for donor-advised fund grant money.