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August 2019

What’s Driving The Factor Frenzy?

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There’s a strong belief that factor investing can generate superior returns. Can it really?

The Risk And Impact Of Living Longer

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It’s our responsibility to spot trends in the lives of our clients and to develop and provide tools and solutions.

Grandma’s Got A Boyfriend

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Longevity creates the opportunity for relationships perhaps unexpected by families.

The More Things Change…

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Robots and technology won’t change the fundamental things about your business, no matter how fast change happens.

Providing High-Value Thought Leadership Content

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Many wealth managers don’t have the ability to consistently produce it.

Broker-Dealers Go Courting

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There’s a war for talent, and broker-dealers are still stepping up their game to corral new recruits.

The New Face Of Giving

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Philanthropic millennials could use more advice and perhaps a donor-advised fund.

Bonds: The Next Frontier In Factor Investing

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Factor-based bond ETFs seek to catch on with investors.

The Negative-Fee ETF Isn’t As Crazy As It Sounds

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Salt Financial is trying to draw attention to its new fund, and to an industry problem.

Ready For The World Of Cryptocurrency?

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More clients want to talk about cryptos, but advisors first need to know the terrain.

Turning A Light On Company Behavior

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Parnassus Investments gets its portfolio companies to talk social responsibility.

Charting His Own Course

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Brian Yacktman launched a firm that treads a new path away from his father’s deep-value shop.

Find Your Inner Bad Guy

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It’s tough to be a mentor, but you need to be tough.

Advisor Emporium

Quik! Launches Mobile Forms App Integrating Redtail FinTech

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The new cloud-based mobile application is aimed at financial professionals on the go who need to quickly and accurately fill out forms.

Editor's Note

Big Changes Ahead

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August is a popular month for vacations, and I hope you are getting some R&R.

Frontline News

FPA Overhauls Operations, But Critics Persist

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The Financial Planning Association floats a more benign version of its OneFPA Network.

States, Advisors Lead Fight Against Senior Exploitation

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More than 20 states have passed laws protecting advisors and firms when they report exploitation against senior or vulnerable clients.

Planning Firm Feeds Advice To Millennials At New Learning Cafe

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Barnum Financial Group is the third MassMutual-affiliated firm to create a stand-alone facility catering to millennials.

Looking To Retire? Check Out The Cornhusker State

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The weather’s not great there, but its other selling points make it a good place for retirees, says Bankrate.com.