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August 2018

From Legal Eagle To Financial Shepherd

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A successful personal injury lawyer, Chadd Mason saw people he knew get entangled with bad financial products. Not one to shrink from a challenge, he quickly took the plunge into advising.

When Roths May Not Be Right

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A dozen reasons not to do a Roth conversion.

Your Marketing Makeover

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Good marketing is simple, clear and repetitive.

When Clients Don’t Follow Our Advice

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When they take their own path, we should try to help them go forward with the least amount of damage.

Gray Divorce Boom: A Retirement Train Wreck

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Divorce rates are rising among older Americans and pose special planning challenges.

Getting Referrals From Corporate M&A Attorneys

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They are excellent sources for advisors looking to cultivate wealthy investors.

Moving Chess Pieces

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The independent broker-dealer space is in a state of play as advisors take advantage of change.

When Volatility Knocks

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Now that we’re in uncertain economic times, alternatives may get a new moment in the spotlight.

Still Time To Move In

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Investors should be able to find solid returns in real estate if they scout it out carefully.

Muddy Waters

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Financial advisors have been reticent to go into impact investing, despite the increasing interest from clients.

International Small Caps Poised For Growth

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This fund sees huge opportunity in small companies abroad.

SEC Proposals Will Hurt The Public

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The agency’s proposed rules on advice for retail investors badly miss the mark.

Advisor Emporium

RBC Launches AdvisoryLink and Unified Portfolio

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RBC Wealth Management has partnered with fintech firm Envestnet to improve RBC’s advisor-client technology.

Editor's Note

The Longevity Challenge

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How will the workforce adjust to accommodate individuals who need to keep working and a younger cohort that is looking to advance?

Frontline News

Here’s How To Make Money Advising Millennials

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This accountant and planner explains how his compensation structure works for him -- and his young clients.

Retirement Age Disconnect

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Young people seem to have unrealistic expectations about when they’ll be able to retire.

What Clients Want From Their Advisors

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Different generations have different priorities.

IRI Urges Advisors To Fight Elder Financial Abuse

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IRI will provide training materials for financial advisors about how and when to report suspected abuse.

Finra Takes Over Broker Background Check Duties From B-Ds

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Finra said it will begin providing background checks on newly hired brokers, free of charge.