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May 2018

Young Advisors To Watch In 2018

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These young advisors are finding creative ways to build their firms in the face of changing demographics.

All You Can’t Leave Behind

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Clients’ legacy can’t be controlled, but their impact can.

Yardeni: Inflation Dead, Equities Can Return 7% Until 2025

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But sustainable GDP growth is likely to remain between 2.0% and 2.5%.

Emotion-Driven Planning Will Accelerate Soon

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People want their money managed in ways that improve their lives.

The Sweet Spot For Referrals

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Successful business owners can be a great source for advisors looking to build their client base.

What To Do With So Much Optimism?

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Financial Advisor found in its retirement survey that clients are feeling more optimistic and spending sustainably.

Helping Clients Face Alzheimer’s Disease and Dementia: Part 2

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Here are specific steps that advisors can take to help promote openness and help clients cope.

Donor-Advised Funds In The Era Of Tax Reform

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How did recent changes in the tax law affect giving to these popular vehicles?

Data Encryption Done Right

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Data encryption is a must-have for independent RIAs, but no two forms of electronic communication are created equal.

Pipes Of Pain

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Midstream oil space MLPs were whipsawed by the oil crash and fickle tax regimes. Are they still lovable?

A Way To Ride The Roller-Coaster

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The managers of the Gateway Fund say investors are looking for more tools to combat volatility.

Advisors, Sponsors Cutting 401(k) Fees

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Don’t compromise performance or value when scaling back retirement-plan costs.

What To Do When Couples Have Differing Risk Tolerances

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It’s a common problem for couples in all age groups.

Advisor Emporium

New Fixed-Index Product By Allianz Life

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Allianz Life Insurance Company of North America has introduced two new fixed-index universal life insurance policies, the Allianz Life Pro+ Elite and Allianz Asset Pro+.

Editor's Note

A Bright Future

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What is clear is that the demand for financial advice is outstripping the advisor population. And that’s just for baby boomer and Gen X clients.

Frontline News

Using An HSA To Fund LTC

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Long-term care is a qualifying medical expense for a health savings account, but with some provisos.

Here Comes The Certified Financial Therapist Designation

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The Financial Therapy Association will offer a certified financial therapist designation later this year.

Trimming Taxes With A ‘Dynamic’ Roth Conversion

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A poorly executed retirement strategy could cost clients tons of money.

U.S. Workers Still Lag In Retirement Savings, But Execs See Hope

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Millennials are getting the message they have to start saving early, retirement industry executives said.