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June 2019

Gauging The Next Recession’s Severity

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Why it might be surprisingly mild.

Increasing The Odds Of High-Quality Longevity

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

When Clients Misbehave

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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

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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

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

Not Afraid To Show Their Hand

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

Can China Take The Heat?

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

Income Opportunities Are Open In Closed-End Funds

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

Keeping The Faith

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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?

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

Women Shall Inherit The Power Of The Purse

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Studies show women may be better investors than men.

Advisor Emporium

ALI Launches Retirement Income Risk Tool

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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

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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

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

Only 13% Of Investors Keep Their Parents' Advisors

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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

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