February 2019

Will Your Clients’ Kids Freeze You Out?

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Trillions of dollars are at stake in the next 30 years. Advisors can’t let it slip through their fingers.

The Quality Factor Takes Center Stage

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With corporate debt rising, investors are taking a deeper look at “quality.”

Tax Alerts For Advisors To Share With CPAs

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These three notices will help accountants with your clients’ 2018 tax returns.

The Four Transitions Of Aging

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Aging is inevitable but not unmanageable, and the toughest issues are not financial.

The Art of Framing And Discovery

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Use discovery to learn clients' wishes, dreams, concerns and anxieties.

Fleeing To Cash Not The Only Investment Mistake

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In bear markets, beware pitches for bad products.

On The Acquisition Trail

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Greg Friedman grew Private Ocean in 2018 by buying two RIAs, and more acquisitions may be coming.

Bracing For Turbulence In Fixed Income

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Fed activity and trade tensions are big wild cards this year.

Building Fortifications

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Financial advisors are telling their retiree clients how to prepare for the next downturn.

Waiting For The Shoe To Drop

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Will the stars align for managed futures? The manager of the Altegris Futures Evolution Strategy Fund thinks so.

Don’t Shun This Tax Election

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Critics have beaten up this election for employee stock options, but it might help some.

To Counsel Clients Correctly, Avoid Partisanship

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Politics are persistently skewing Americans’ views of the economic outlook.

Advisor Emporium

MLG Capital Introduces Private And Parallel Funds For Retirement Investment

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Investment managers and their clients, wary about investing their IRA or 401(k) retirement funds.

Editor's Note

Bogle Leaves Investing A Better World

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In any business, there are people who are innovators and a few who even qualify as visionaries.

Frontline News

Advisor’s Advice To Advisors: We Can Make The World A Better Place

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Matthew Ramer believes advisors can play a big role in improving their local communities.

Last-Minute Tax Moves For Wealthy Clients

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April 15 will be here before you know it.

Advisors Are Underutilizing Financial Technology

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Advisors overwhelmingly say they need to do more with the technologies at their disposal, Cerulli says.

Sheryl Garrett Steps Down From Her RIA

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Garrett Planning Network will continue under her leadership.