The Center of Influence for Financial Advisors and RIAs - Click Here

July 2018

Standing Still Is Not An Option

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RIAs are being forced to keep up with an industry whose clients and technologies are rapidly evolving.

AUM And The Valuation Paradox

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Asset-based pricing doesn’t guarantee higher valuation, but it’s still clean and simple.

Financial Engines + Edelman = LOVE

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This could be a platform that can compete with Fidelity, Schwab and Vanguard.

The Perennial Bloom

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The life-centered advisor builds ongoing relationships with clients.

Running Leaner And Meaner With Tech

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Technology is allowing planning firms to grow assets and shrink staffs.

Cultivating Ultra-Affluent Investors

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You need to know the difference between investment management and wealth management.

Personal Continuity Planning For Retiring Business Leaders

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High-powered executives can find the transition to retirement very challenging.

Pursuing Dividends In A New Era

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Advisors are tweaking dividend-paying strategies as interest rates climb.

The Art Of High Conviction Investing

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This manager has carefully chosen 40 stocks that he thinks have ample room to run.

Here Come New No-Load Insurance Policies

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Are these relative-newcomer insurance products truly game changers?

How To Achieve Everything You Desire And Aspire To

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If you want to grow, you must be able to question reality and be self-aware.

Advisor Emporium

Complect: Taking The Complexity Out Of Compliance

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Complect is a regulatory technology start-up with hopes to match financial advisors with compliance experts.

Editor's Note

RIAs Keep Winning

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Merger conversations are on the rise, but for many firms it is still more talk than action.

Frontline News

FAs Using AI

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Artificial intelligence is here to stay in the wealth management industry.

Is The Philanthropic Slowdown The New Normal?

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Lower first-quarter charitable giving leads to questions about the longer-term impact of the new tax laws.

The Art (And Wine) Of Non-Correlated Assets

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Arete Wealth provides art and wine experts to help its clients diversify their portfolios.

Medicare Is Removing Social Security Numbers From New Cards

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Advisors can help alert clients to scams involving the theft of the numbers from the current cards.