January 2019

Expect A Choppy 2019

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What would a slowdown look like when some parts of the economy are so strong?

Finding Chemistry For Rainmakers And Team Players

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The balance determines the people who choose to join your firm and those who choose to stay.

The Game Has Changed

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The rules are changing, and like certain basketball players, you’ll need new skill sets.

Tech Wars Roil Custodian Landscape

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Custodians are scrambling for RIA business by beefing up their software platforms.

Help For Heroes

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Many vets don’t know of the perks they get as members of the military.

How To Succeed In Succession

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It’s never too early to plan for who takes over the business you’ve built.

Unleashing The Power Of Strategic Donor-Advised Funds

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Contributions to DAFs have reached an all-time high. How can they be part of your clients’ estate plans?

Sourcing Billionaires And The Ultra-Affluent

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Follow a three-step process to deliver services to these clients.

Putting Faith In Investing

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Investing in accordance with religious principles is on the rise.

Gearing Up For A Tough Year

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In tough markets, Margaret Patel is an equity manager with bond cards to play.

Big Changes Ahead

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Simplification, lower fees seen for annuities in 2019.

2018: A Pivotal Year For Financial Planning

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There hasn’t been this much change since the financial crisis.

Advisor Emporium

Vanguard Debuts Global Credit Bond Fund

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Vanguard Group of Valley Forge, Pa., is expanding its active fixed-income product offerings with the addition of the company’s new Global Credit Bond Fund.

Editor's Note

When The President Is Right

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If this were the greatest economy in the history of the world, it could handle a few interest rate hikes.

Frontline News

Incorporating Climate Change Into Real Estate Investing

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The thought process behind real estate investing is changing as storms get worse and investors start to adapt.

Millennials Envision Being Middle-Aged Millionaires

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Most millennials don't use a traditional advisor now and don't plan to use one in the future, a new survey says.

Instant Wealth, Instant Philanthropy?

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A majority of Americans would share their wealth if they received a financial windfall, a new survey says.

Southern States Most Burdened By Credit Card Debt

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While the Southern region has the largest credit card burden, New Mexico tops the list.

This Job Can Help Students Pay For College

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Advisors whose clients have children in college may want to suggest this freelance work.