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May 2019

The Young & The Bold: Young Advisors To Watch In 2019

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Abandoning AUM fees, many younger advisors are creating their own business models.

The Behavioral Economics Of Retirement

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Behavioral economics brings a more personal element to the retirement decision-making process.

Peeling The Health-Care Onion

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Help clients make more sense of this crucial topic by taking the “layers” one at a time.

Master Your Business Before It Masters You (Part One)

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If you don’t get your business life under control, it won’t be good for clients either.

A Solution In Search Of A Problem?

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“Non-transparent” ETFs are coming. Is there a market for them?

Political Beta

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Can mixing politics and investing lead to higher returns?

Leveraged ETFs Versus Options

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There’s a time and place for both.

MGP/Envestnet: What Are The Implications?

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Many believe this acquisition won’t reduce fintech competition and more players will offer financial planning software.

Don’t Put Yourself In Custody

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As fee models change, advisors must pay strict attention to how they bill their clients.

Weighing The Risks

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The FPA Crescent Fund sees value in assets that have been beaten up, whether it’s stocks or muni bonds.

Beyond The 4% Rule

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One firm says it found a way to squeeze a little life out of a famous retirement income model.

Hybrid LTC Insurance Is Popular, But Be Careful

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It has been outselling traditional stand-alone LTC policies for many years.

Avoid Becoming As Obsolete As Nokia Phones

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What I learned about the advisory industry during my one week at Harvard Business School.

Advisor Emporium

On Q Financial Launches Multilingual Mortgage Platform

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It will provide support and documentation in four foreign languages: Spanish, Russian, Simplified Chinese and Vietnamese.

Editor's Note

Generational Transition Is Starting

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The current generation of young financial advisors isn’t waiting for tomorrow’s clients to accumulate the type of investment asset base that meets the minimums of many large RIA firms.

Frontline News

Who’s Looking After The Folks?

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The burden of looking after aging parents often isn’t shared equally by family members.

More Older Women Are Working To Pay For Retirement And Other Expenses

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Advisors say financial demands are prompting many older women to seek and keep jobs.

Using IRAs To Make Charitable Donations

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Retirees over age 70½ who can’t deduct donations this year can use this valuable work-around.

Shareholders Take Aim At Opioids

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Shareholders are applying pressure to medical companies to help stem the opioid epidemic.