June 2019

Increasing The Odds Of High-Quality Longevity


Many myths about aging are based on historical evidence, not modern reality.

When Clients Misbehave


We do better when we look at the reasons why they do.

Failing To Pick The Low-Hanging Fruit

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They fail to leverage their existing relationships.

Breaking The Warrior Mentality Of Retirement


Advisors need to develop new ways to help clients find satisfaction with all aspects of retirement.

Once Advisors Find Their Niche, They Never Let Them Go


Advisors who have settled into specialized practices say they would never go back to being a generalist.

Not Afraid To Show Their Hand


Davis Advisors has won kudos for its small lineup of fully transparent, actively managed equity ETFs.

Can China Take The Heat?


The Chinese economy has become more complex than tariff disputes would suggest.

Income Opportunities Are Open In Closed-End Funds


Because they often trade at discounts, closed-end funds may offer higher yields than other investments.

Keeping The Faith


This fund screens investments for religious values, but also seeks value that’s more down to earth in its portfolio companies.

Do Annuities And 401(k) Plans Mix?


It depends on whom you consult and a client’s circumstances.

Women Shall Inherit The Power Of The Purse


Studies show women may be better investors than men.

Advisor Emporium

ALI Launches Retirement Income Risk Tool


The Alliance for Lifetime Income (ALI), in tandem with Milliman, has launched an educational tool for consumers called the Retirement Income Security Evaluation (or RISE) Score.

Editor's Note

Asset Allocation In Retirement


The late John Bogle is rightly revered for many reasons. But one piece of advice that I suspect most advisors would choose to discard is his suggested asset allocation for retirees.

Frontline News

Three Ways To Go Greener With Fixed Income


Investors have options in using fixed-income investments to help the environment.

Only 13% Of Investors Keep Their Parents' Advisors


Once your clients' children turn 50, it will be even harder to keep them, according to Cerulli Associates.

Being Your Best Self, Living To 100 Among Topics At Conference


Financial Advisor magazine’s 5th Annual Invest in Women conference discussed financial issues facing women today.