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March 2020

How Advisors Generate Income For Clients

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Several advisors explain how they meet their clients’ income needs.

Use Past Returns Or Future Estimates? A Conundrum.

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Retirement simulation software can’t make bold predictions. Nor should it cause clients anxiety.

Rapid Rise In Stock Market Raises Estate Planning Concerns

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How is the Dow’s rise relevant for estate planning purposes, particularly for married couples?

Personal Values And Account Values

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Why do we separate our money behavior from our value systems?

Stop Making Assumptions About Female Clients

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They don’t always want another female to help. They just want the best person, a study finds.

When Upgrading Technology, Stay Focused On Your Firm’s Value

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A great tech stack by itself is no replacement for values, goals and strategy at your firm.

Intrapreneurs And Entrepreneurs

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The adventure of your career won’t always lie where it seems to.

Will Your International Portfolio Withstand The Changing Times?

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The world of 2020 could be a dangerous place for investors—unless they carefully pick their spots.

New Kids On The Block

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NAV REITs with perpetual lives could raise $15 billion in 2020.

Bond Fund Manager Braces For Volatility

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You can't predict what the Fed will do, so find good issuers, says Mary Ellen Stanek.

What Clients Value: Emotions

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Research shows that clients appreciate the emotional well-being you provide as much as the portfolio returns.

Advisor Emporium

Tiedemann Partners With StoneCastle To Offer Impact Cash Solution

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Tiedemann Advisors, a wealth management firm headquartered in New York City, is joining with StoneCastle Cash Management LLC, a financial technology company also based in New York, to offer socially...

Editor's Note

Income Volatility

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Few subjects generate endless obsessions among financial professionals to the degree that volatility does.

Frontline News

Advisors Lovin’ Their Virtual Practices

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More advisors of all stripes are creating virtual firms to cut costs and work with a geographically spread-out client base.

HSAs For Wealthy Clients? Yes!

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HSA contributions have no income barrier, and clients can contribute no matter how much they make.

‘Retirement’ . . . Can We Come Up With A Better Word For It?

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Empower Institute says retirees and pre-retirees are excited about their second act.

These Areas Have The Most And Least Discretionary Income

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In six metro areas, people on average don't earn enough to cover their average living expenses.