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March 2019

150 Years Young

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Autonomous teams and entrepreneurial advisors have helped RIA Moneta grow into a $20 billion RIA.

Why Bonuses Don’t Work

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They have little impact on long-term behavior.

Successful Millennials Want Real Advice

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AUM-based fees are a turn-off, raising potential conflicts.

When The Elderly Change Spaces

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Choosing an eldercare facility is fraught with challenges, but the hardest is making the clients feel they are making their own choices.

What’s Your Client’s Fiscalosophy?

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Where did clients get their philosophies about important financial topics? It’s your job to plot those experiences.

Just Two Things

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These two things make all the difference if you want success working with the wealthy.

Building A Case For More Women Advisors

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This cohort can help solve many of the industry’s challenges.

Outliving Assets No. 1 Client Worry

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Clients continue working, and one worry is health care, says a new advisor survey.

Destination: Returns

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International investors go on a hunt for out-of-the-way places to invest in an overheated world market.

REITs: Providing Stability In A Volatile World

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Advocates say these vehicles have been resilient.

Bright Lining

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A fund manager sees upside of bond market volatility.

The Stages Of Widowhood

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There’s a reason advisors lose the widows of their clients. Here’s a way to avoid that.

Advisor Emporium

Natixis Launches Mirova International Sustainable Equity Fund

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Natixis Investment Managers, headquartered in Boston, has launched its Mirova International Sustainable Equity Fund.

Editor's Note

The AUM Model Has Seen Better Days

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For the better part of three decades, the model of charging clients an annual fee based on assets under management (AUM) has provided a powerful foundation for the emergence of the RIA profession.

Frontline News

Managing Market Volatility When College Bills Are Imminent

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Most 529 plans offer age-based portfolios with glide paths, but many parents don’t take advantage of this.

Maryland Proposes Fiduciary Standard For Brokers, Insurance Agents

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Industry groups are lining up against the legislation, saying it will create problems for multistate firms.

Pet Prenups Can Eliminate At Least One Hassle During A Divorce

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Some couples are planning ahead regarding who gets the pet—or pets—in a divorce.

Number Of Suspected Senior Scams Escalate

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Advisors and banks now are encouraged to report suspected fraud.

RIA Breaks Into Georgia's Booming Film Industry

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A Brightworth wealth advisor has a growing client base in the film industry.