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June 2018

HighTower At 10

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Some converts to the HighTower model explain why they joined the RIA-wirehouse consolidator.

Young At Heart And Age

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Ken Schapiro and Condor Capital have learned, when in doubt, go young.

Ensuring The Future Of Your Firm: Growing G2 Entrepreneurs

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Founders need to take several steps to encourage the next generation if they want their firms to thrive.

What’s Real And What’s Fake In Planning

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A character from a famous romantic comedy helps us unravel what’s real and what’s not in financial advice.

Don’t Let Robust Portfolios Seduce Clients Into Retirement

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Leaving a job may not be healthy for a client, even if she has enough money to do it.

Four Keys To Unlock The Future

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Your value will come not from robots, but from what you add as a human being.

Small B-D Outlook Improves

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Regulations look somewhat less onerous, but these firms must be creative to compete.

Fine-Tuned Emerging Markets Investing

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A focus on domestic spending and innovation could fuel outsize gains in these fast-growing markets.

Bond Managers Unchained

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Unconstrained bond funds offer top managers’ best ideas.

M.D. Turned Manager Embraces Change

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Elizabeth Jones, co-portfolio manager of the Buffalo Discovery Fund, looks at the way companies can take advantage of long-term trends.

Uncapped Fixed-Indexed Annuities

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A viable alternative for some clients.

Effortlessness: Working And Living In Your Zone Of Genius

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Most advisors are wearing too many hats, diluting the time they spend doing what they love.

Sponsored Content: Annuities: A Perfect Fit For A Fiduciary

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Fiduciary regulations continue to cause a stir in the financial community.

Advisor Emporium

How To ‘Toe-Dip’ Into Impact Investing

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Impact Assets, a nonprofit financial services firm, is trying to bring more investors keen on sustainable investing into the deep impact-investing fold.

Editor's Note

When Not To Retire

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Clients may need to plan for what they do when they retire even more carefully than for what they did to get there.

Frontline News

Some B-Ds Feeling Margin Pressure

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A host of factors are putting the squeeze on profit margins at some broker-dealers, according to Cerulli.

Women In Focus In Houston

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The Invest In Women Conference discussed the role of women in financial services—and a whole lot more

CFP Board And NAPFA Collaborate To Strengthen Financial Planning Profession

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The two groups have joined forces in bolster the planning community.

Younger People Find Long-Term-Care Insurance Is Harder To Get

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With LTC coverage rejection rates for older people rising, the implication is that people should apply for it while younger.