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April 2019

2019 Independent Broker-Dealer Survey: IBDs In Lush Times

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The economic environment is making life sweeter for broker-dealers, but it favors the big ones.

Post The Salaries On The Fridge!

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A client told me this story: How someone at her firm mistakenly e-mailed the compensation census for the entire company to all of her employees.

Withdrawal Rates For Asset Preservationists

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Living off capital without touching principal will be a challenge.

A Tale Of Two Widows

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Both husbands managed the finances—one helped his widow take charge.

When To Part Ways With Clients

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Sometimes it’s better to ease a transition if clients want to leave you.

Moving In With Mom and Dad

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The number of people caring for old parents is exploding.

All In The Family Office

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If you know how to structure one, you can tap great advantages from it.

Stress-Testing The Ultra-Wealthy Is Essential

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Competition for these clients is more intense than ever before.

The Bond Between Impact Investing And Philanthropy

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Relating clients' charitable goals to investment choice results in more thoughtful advice.

Living Up To The Hype?

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Gender-diversity ETFs have had mixed results

Managers Tackle Slower Earnings Growth

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William Blair’s large-cap growth managers see beyond the pessimism.

Guiding The Retired Entrepreneurs

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Managing a client’s second act.

Stop Scaring Your Clients

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Are you scaring clients or preparing them to deal with the inevitable uncertainties of life?

Advisor Emporium

Catalyst Launches Enhanced Income Strategy Fund

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Catalyst Funds, a company offering alternative investment strategies and products, has launched the Catalyst Enhanced Income Strategy Fund.

Editor's Note

How Fiduciary Rule Evolution Follows The Marijuana Model

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Be careful what you ask for, you just might get it.

Frontline News

Smart Beta Still Not A Grabber For Advisors

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Ambiguity about factors and their intended goal is challenging the adoption of strategic beta, Cerulli says.

Family Dynamics Can Muddle Estate Planning

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Advisors have to prompt clients to start estate planning conversations, says Key Private Bank.

Shareholders Press Companies Harder On Human Rights

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Human rights has become a hot-button issue regarding shareholder proposals.

FPA's New Online Course Helps Planners Advise College-Bound Families

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The eight-module program covers a variety of funding strategies.