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January 2020

Failure To Launch

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How do you help a client whose adult child is sucking them dry?

The Mathematical Secret Of RIA Success

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The advisory firms that get the best results do so because their members work together in smart ways.

Stuck On The Middle

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The bald truth is that instead of catering to the most in need, this profession caters to those most able to pay.

The Five Flavors Of Financial Jell-O

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Industry leaders have many definitions for these common words in finance. No wonder the clients are confused.

The Future: The Virtual Family Office

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It brings together an elite group of specialists on an as-needed basis who work collaboratively.

A Tale Of Two Offices

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Here’s how to demystify family office choices for the ultra-wealthy client.

The Top 10 Legal Mistakes Made By Early-Stage Companies

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A “field guide” for family office investors to help you avoid these common legal pitfalls.

Advisor Helps $15 Million Client Reduce Taxes And Fears

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Even clients with multiple advisors don’t realize all their options to slash tax bills.

When Financial Advice Meets Alzheimer’s Disease

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These three lessons can help advisors serve clients.

Uncertainty Pervades 2020 Outlook

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Recession fears have receded, but advisors are bracing for lower U.S. equity returns.

Will This Be The Big ETF Story Of 2020?

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Leading asset managers are primed to launch a slew of actively managed semi-transparent ETFs.

Tech Maven Leans In To Semiconductors

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This fund has narrowly focused on makers of the underrated components.

Give It Away Now

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What pro bono work means to the financial planning profession.

Advisor Emporium

LPL Launches No-Transaction-Fee ETF Network

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LPL Financial, the nation’s largest independent broker-dealer, has introduced a no-transaction-fee, exchange-traded fund network.

Editor's Note

High Anxiety, High Hopes

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One of the most difficult problems a financial advisor may confront with clients is how to address excessive spending on adult children.

Frontline News

Advisors Should Regularly Assess Their Fees

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Advisors may be shortchanging themselves by not updating their fees when services change, a TD exec said.

The Potential Impact Of The 2020 Election On Wealthy Clients’ Taxes

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One thing seems certain: All of the Democratic candidates would raise taxes for the rich to some extent.

What The SECURE Act Means For Annuities

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It will make it easier for employers to offer annuities as part of their retirement plans.

Religion Need Not Be An Off-Limits Topic With Clients

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Many investors want to engage in faith-based investing, according to Crossmark Global Investment.