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April 2020

2020 Independent Broker-Dealer Survey: Changing Times, Changing Tides

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Independent broker-dealers take a page from the RIA handbook.

The Facts Of Life For Women Retirees

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The lives of women in retirement often don’t look the same way they do in the ads.

The Ides Of March

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The coronavirus could spawn another set of problems for advisors.

A New Operating Plan

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It is much more difficult to make necessary changes to an organization when things are going well.

Avoid Mental Accounting For Retirement

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It’s difficult to find balance at any stage of life.

We’ve Also Got Wealth Management

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Accounting firms could be making a lot more from their wealth management arms if they tried.

The Search For Wellness

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Before we can help clients reach their objectives, we might have to help define them.

Choosing The Right Trustee

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Choosing the right successor trustee is a decision that shouldn’t be taken lightly.

Financial Neglect And The Elderly

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One advisor saw another professional’s bad advice harm her client’s well-being.

Is Good Staff Hard To Find?

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Advisory firms are starved for talent, complain some business owners. That could put the hurt on succession plans.

Sussing Sustainable Investing

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What exactly does sustainable, or ESG investing mean?

You Don’t Have To Pit Growth Against Impact

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Karina Funk’s fund at Brown Advisory puts sustainability front and center while beating its bogey.

How Estate Plans Fail

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The reasons that estate plans fail can be grouped into one of two categories.

Advisor Emporium

FMG Suite Adds AI-Powered Curator To Platform Content Library

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FMG Suite, which produces a cloud-based marketing automation platform for financial services professionals, has expanded its platform components to include an artificial intelligence-powered engine...

Editor's Note

Surreal Times

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In what many have called the era of disruption, the virus is a disruptive event like none other.

Frontline News

Reg BI Makes Costly Funds Less Appealing To B-Ds

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New regulations and client demand for value will result in higher-cost funds being filtered out, says Morningstar.

Why Does The SEC Want To Re-Regulate Geared ETFs?

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The SEC’s re-regulation of leveraged and inverse ETFs is unnecessary, says one ETF expert.

Accounting Is A Joke To This Accountant/Financial Planner

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Scott Kadrlik moonlights as a comedian who riffs on his profession.

AI Isn’t Out To Eat Advisors’ Lunch

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Artificial intelligence needs to be embraced—not feared—by financial advisors, says CFP Board's Jack Brod.