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September 2018

Capitalizing On The Power Of Trust

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How did PagnatoKarp quadruple its advised assets to nearly $4 billion in just seven years?

Voting A Partner Off The Island

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Asking an owner to leave is painful but it’s often a necessary step toward long-term organizational health.

The Next Five Years After The New Normal

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The U.S. seems to be exiting the “New Normal” era. What’s next?

In The Wake Of Broken Trust

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Wells Fargo and Facebook apology ads miss the mark.

The Long Summer Of AI

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As data becomes grittier and dense, artificial intelligence is offering new ways for advisors to find (and keep) clients.

Are Tariffs A Phantom Menace?

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Donald Trump’s tariffs have sparked worry of global trade wars, but their immediate effect has been muted.

Riding The Growth Train

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This fund likes ferreting out well-priced growth companies and has a nose for IPOs.

A New Retirement Bond

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A team of researchers are floating a new vehicle for retirement savings.

Navigating College Through Divorce

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Children of divorced parents don’t have to go broke paying for college.

Insurance Takes On Millennials

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Insurance does not have the same meaning to them as it did for prior generations.

Know, Do, Practice, Repeat

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It’s not enough to read about concepts. We have to apply them.

New Study Shows Rapid Growth Of Hybrid Brokers

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A Finra study finds that hybrid brokers now account for 45 percent of all brokers.

Advisor Emporium

Oranj Grows Model Marketplace For Advisors

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Oranj, the free wealth management platform, has picked up two new partners and expanded its offerings.

Editor's Note

Client Conversations About Derisking

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Advisors who had the guts to push clients to the outer limits of their risk-tolerance levels in 2008 and 2009 are being rewarded these days with a surfeit of satisfied clients.

Frontline News

THIS Is Why Succession Planning Is A Must

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The case of two planning firms in Phoenix illustrates why succession planning is vital both to planners and their clients.

Dealing With Nightmare Clients

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Some clients just won't click with your style. And nothing you do seems to help the situation.

Which Wholesalers Rate Best With Advisors?

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Financial advisors and wholesalers have a symbiotic relationship, and certain wholesalers are better at meeting advisors’ needs.