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December 2019

Eastbound From L.A.

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Lido Advisors found a client base with its family office structure and savvy real estate investments. Now it's taking its story to the East Coast.

The Conundrum Of Balancing Ownership And Contribution

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You have to reconcile the rewards to those who built a business and those who own it.

Don’t Believe The Hype

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Some services catering to financial advisors have an inflated reputation. Let’s cut through some of the hype.

No Such Thing As Bad Clients

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As much as we might want to, we can’t fix some clients.

Where Formal Financial Plans Fail

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Sometimes, financial plans can be a little too comprehensive for clients.

Planning For Life’s Big Moments

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It’s better to plan for life’s biggest events before they happen.

Different Takes On ETF Hedge Fund Exposure

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AlphaClone and IndexIQ offer completely different ways to capture hedge funds in a liquid ETF.

Channeling His Inner Buffett

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The Diamond Hill Large Cap Fund seeks high-potential stocks with value in mind.

RIAs Give No-Load Annuities Another Look

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Many RIAs still avoid them, while others are now evaluating them.

5 Key Areas Of A Successful Retirement Transition

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One of the most important things is reinventing yourself.

Advisor Emporium

Cetera Takes MarketingCentral All-In-One Platform Live

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Cetera Financial Group has gone live with its latest product offering, MarketingCentral, a new all-in-one marketing platform available to its network of financial advice professionals.

Editor's Note

The Year Of Surprise

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With about one month left in 2019, it might be dangerous to hazard a view as to how 2019 turned out.

Frontline News

After Tax Reform, Clients Can Still Reap Benefits From Charitable Giving

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Charitable deductions are still possible despite changes created by the Tax Cuts and Jobs Act.

Financial Therapists Needed

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Financial advisors will need more training in psychology in coming years to help protect clients from elder abuse, says on expert.

Morningstar’s Revamped Fund Rating System Targets Fees

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The moves apply to its analysts ratings, but not its star-rating system.

Roughly One-Third Of Advisors Expected To Retire Over Next Decade

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The exodus will put about 39% of the advisory industry's AUM in motion, according to a Cerulli Associates report.