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November 2020

Mastering The Deal

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Mercer Advisors’ M&A activity made it one of the nation’s largest independent RIAs.

A Recovery Unlike Any Other

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The latest recession offers few precedents to look to when it comes to recovery.

The Who, What And Where

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There are lots of questions you must ask yourself about your business.

Not Just Giving Equity Away

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Advisory founders need to see the value in the equity they give.

Double Your Revenue In 24 Months (Revisited)

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How much are you really learning about the people you do business with to help them help you?

Attention: Clients Are Liking Automated Advice

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Machines are gaining on human advisors. Fast.

Retirement Collision Course

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On the road to retirement, there are many unforeseen obstacles we might crash into.

Remember, Clients Can See You

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Our new virtual communications are requiring us to remember (and rethink) rules of effectiveness.

Advisor Helps Client Start Utility To Save Millions In Taxes

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The client, in effect, became a utility company for a nonprofit, Judith Lu says.

Is Robinhood The Hero That Today’s Investors Need?

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What advisors can learn from the commission-free retail trading app targeting the smallest investors.

Mining The Gold Boom

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This manager says the case for gold has not been this compelling in years.

Pandemic Times And Greener Grass

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What do advisors say to clients thinking of relocating?

Still Hate Annuities? You Shouldn’t

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Annuities are now priced, designed and tech-enabled to meet specific needs as part of a household portfolio solution.

Lockdowns Are A Step Too Far In Combating Covid-19

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Health officials are coming around to the conclusion that they do more harm than good except in limited circumstances.

Advisor Emporium

SEI Launches Investor Tax Savings Report For Independent Advisors

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The new report lets independent financial advisors run an automated report across various time periods.

Editor's Note

A Post-Pandemic World

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If we emerge as a more grateful, supportive society, all the suffering of 2020 won’t be for nothing.

Frontline News

Social Media Becomes Vital Advisor Tool During Pandemic

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Social Media Becomes Vital Advisor Tool During Pandemic

Some Thematic ETFs Hit It Big (And Others Don’t)

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Careful due diligence can help separate the studs from the duds.

It’s A Good Time To Consider Donor-Advised Funds For Giving And Tax Reasons

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Financial Education Could Stress Students Out

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Women may not feel the objective benefits they're getting from a personal financial literacy education.