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November 2019

Buying Back Your Firm

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Four RIAs describe why they went back.

Old Age Is Made Up

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Baby boomers will lead a revolt that will punish businesses that don’t adjust.

On Your Guard

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Here are the five ways to better project the tax bill on a 2019 Roth conversion.

Evolving From Practice To Enterprise

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Understanding each stage and overcoming the barriers.

Locating Clients’ Own World

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How to listen your way to relational success.

Growing Expectations

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Clients expect advisors to offer technology that makes their lives easier.

Debt-A-Palooza

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Bonds have rallied this year and an era of cheap debt has prompted companies to load up. Can they cover all that leverage in another recession?

Why Mid-Caps Are A Market ‘Sweet Spot’

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Manager Ron Zibelli likes to keep following small companies after nurturing them to mid-cap success.

Passive Funds Suddenly Under Attack

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The hero of The Big Short says that passive index funds in retirement plans could be facing their own bubble.

Is There A Metric For ‘Goodness’ In Business?

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A Business Roundtable redefinition of what business should do makes analysts dizzy.

Advisor Emporium

Brewer Consulting Launches Marketing Accelerator Service

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If you’re a financial advisor with a vision of how you would like to brand and market your practice, Patrick Brewer of Brewer Consulting in Austin, Texas, has just the product for you.

Editor's Note

Turning Point At The CFP Board

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The CFP Board and the FPA have different legal structures, but that wouldn’t be insurmountable if the two groups agreed on a shared purpose.

Frontline News

Advisory Firm Launches Own Foundation

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Bay Area firm Bailard’s new foundation tackles issues such as affordable housing and homelessness.

Young RIA Firm, Veteran Advisor Team Up In ‘Delayed Acquisition’

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Two North Carolina firms join forces at Crown Wealth Group in the name of growth and succession planning.

SEC Streamlines ETF Creation Process

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By passing the so-called “ETF Rule,” the regulator has greased the skids for quicker approval of new ETFs.

No Assets For Retirement? Eh, Who Cares?

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Nearly half of American adults have little or nothing saved for retirement, and they don’t care, according to a survey.