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October 2019

Is The Financial Planning Profession In Peril?

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As it turns 50, the profession is being challenged from many sources.

Value Investing Under The Microscope

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Many are asking if value’s lost decade is over.

Granny’s Hurricane Shelter

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The devastation of Dorian and seatbelt financial planning.

Meditations And Emergencies

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Sometimes the greatest thing you can offer your clients and employees is your ability to keep calm and keep perspective.

Lessons From A Young Professional

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Even if you’re being mentored, learning is your responsibility.

Handing Over The Keys To The Family Business

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Families don’t have a good track record keeping businesses going for multiple generations. But good family governance could increase their odds.

The Perfect Match

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Do advisor-matching systems really work?

Seeking The Client Within

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Behavioral finance software helps financial advisors understand their clients more deeply and create better financial plans.

Is The Tide Turning For Alternatives?

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Rock-bottom interest rates make alternatives worth another look.

Model Portfolios As A Viable Option

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Various trends support the growing use of these investment solutions.

Factor Finesse

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This Northern Trust small-cap fund is a quant factor fund that wins by weeding out weaker names.

The Societal Benefits of Financial Literacy

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Widespread financial knowledge is good not just for individuals but for us all.

Advisor Emporium

RightCapital Provides Right Tool For Financial Planning Classes

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RightCapital, based in Shelton, Conn., is giving students enrolled in personal financial planning programs at 20 large universities nationwide free subscriptions to its award-winning software.

Editor's Note

A Major Anniversary

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There are several ways to look at the financial planning profession since it was conceived 50 years ago.

Frontline News

Year-End Tax Moves For Wealthy Clients

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High-net-worth taxpayers are running out of time to make strategic moves in 2019.

The Regional Flavors Of Advisor Clients

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Where your clients live could influence how they view advisors and investing, according to Spectrem Group.

High Valuations Fueling RIA M&A Activity

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Advisors appear to be eager to enter the market due to high valuations, according to a DeVoe study.

Smart Decisions On New Hires, Technology Are Key For Advisors

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There’s more to a successful advisor practice than simply acquiring new clients, Nationwide says.