August 2019

What’s Driving The Factor Frenzy?


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


Longevity creates the opportunity for relationships perhaps unexpected by families.

The More Things Change…


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

Providing High-Value Thought Leadership Content


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

Broker-Dealers Go Courting


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

The New Face Of Giving


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

Bonds: The Next Frontier In Factor Investing


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

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


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

Ready For The World Of Cryptocurrency?


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

Turning A Light On Company Behavior


Parnassus Investments gets its portfolio companies to talk social responsibility.

Charting His Own Course


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

Find Your Inner Bad Guy


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

Advisor Emporium

Quik! Launches Mobile Forms App Integrating Redtail FinTech


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


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

Frontline News

FPA Overhauls Operations, But Critics Persist


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

States, Advisors Lead Fight Against Senior Exploitation


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


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


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