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July 2020

Behavioral Change And Your Clients

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The pandemic may end, but people’s economic activity could permanently change.

A Tale Of Two Crises

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Infrastructure, young manager-owners, technology and human resource teams make the transition to virtual work much easier.

No Time Like The Present

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Here are some steps you can take in a crisis.

The Vitals Of Volatility And Valuations

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Understandably, RIA executives are asking how this year’s turmoil will affect their profitability and valuations.

The New Normal

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How ready will you be when it kicks in?

Advice From The Heart

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It’s time to focus on what’s actually important to clients, and that’s likely not money.

Is A Divorce Tsunami Coming?

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The Covid-19 pandemic might prompt divorces, but done incorrectly, they can be financially devastating.

Record-High Lifetime Exemptions

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The wealthy who want to capitalize on record-high lifetime exemptions can follow these tips.

It’s Game On For Broker-Dealers

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The Covid crisis put a pause on broker-dealer recruiting, but a crisis always puts advisors in play.

Getting My Spouse Off The Couch

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Advisors need to help clients find the tools to enjoy retirement.

Do You Know A Good Advisor?

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The best place to start is with the people who already trust you.

Investing In The Post-Covid World

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Things that worked yesterday might not work tomorrow.

Pandemic Leads To RMD Suspensions

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Is your required minimum distribution this year to be or not to be?

Manager Finds The Upside Of A Downturn

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The RiverPark Long/Short Opportunity Fund recently offered a lifeboat in a sea of losses.

George Floyd And Systemic Change

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The reason this is mostly a white industry is that barriers to entry are created for those different than us.

Advisor Emporium

ProEquities Launches Financial Advisor Apprenticeship Program

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ProEquities, an independent RIA and broker-dealer, has launched GEN Next Academy, a proprietary apprenticeship program for new advisors seeking experience.

Editor's Note

PPP Loans And Smart Planning

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The SEC’s decision to require RIAs to disclose Paycheck Protection Program loans has unleashed something of a brouhaha within the profession.

Frontline News

Nick Murray: Recent Turmoil Is A Chance For Advisors To Shine

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Nick Murray offers his take on recent events and what they mean for advisors.

Staying Close While Being Remote

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Advisors stay connected to clients with remote work, SIFMA finds.

More Young Adults To Seek Out Financial Advisors Post-Pandemic

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Millennials, Gen Xers and Gen Zers are taking their finances more seriously in the wake of the epidemic, a survey says.

Getting Your Financial House In Order

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When it comes to running a business, many financial advisors don't practice what they preach, a consultant says.