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January / February 2021

The Great Disconnect

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What keeps driving the market forward when the world is going haywire?

Next-Gen Redefines Retirement

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That means advisors will have to change their approach if they want to lure a new generation of clients.

Creating A Place For Better Relations

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How do you relate better to others? There's a method for that.

Solid Foundation, Good Homes

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If you’re going to merge, you need a thought-out process.

Increasing Profits In 2021

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When you see how you can add value to those around you, you don’t need to “sell.”

The Five Big Trends Of 2021

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Nothing will ever be the same—it could be better.

Giving Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Yet Another Hazard

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Amid other 2020 headaches, people might also be facing unexpected state taxes.

Five 2021 Technology Trends

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The pandemic has accelerated the pace of change for advisors, clients and regulators.

Improved PPP Relief For Small Business Owners

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The new Covid-19 relief law offers expanded loan options for small businesses.

The Brexit Boon To Europe And The U.S.

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With Britain gone, Europe has nothing preventing it from adopting a new economic policy model.

5 Surprise Predictions For 2021

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Five realistic predictions for the new year, including thoughts on inflation, Treasury yields, credit markets and Bitcoin.

Reliable, And Then Some

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The Parnassus Mid Cap Fund’s emphasis on quality companies and ESG has produced steady returns.

Looking For A New Market With PEP

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In 2021, the barriers will be smashed for those wanting to serve multiple small companies’ retirement plans.

Avoiding Rabbit Holes In Retirement

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You have to teach clients to see the pitfalls awaiting them in life when they stop working.

Oops! Mistakes Made In 2020

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The disruptions of the past year led to many financial mistakes, but also offered an abundance of opportunities.

Advisor Emporium

Sound Income Strategies Debuts ETF For Retirees And Pre-Retirees

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Sound income strategies, an RIA specializing in actively managed income-generating portfolios for retirees and those planning for retirement, has launched two actively managed income exchange-traded...

Editor's Note

ESG And Its Inherent Contradictions

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Very few financial advisors or asset managers ever meet a client who says he wants to invest in companies that pollute the environment, create toxic waste dumps, discriminate against employees or...

Frontline News

The Potential Rewards And Risks Of Cryptocurrency ETPs

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Exchange-traded products invested in cryptos provide access to the potential highs and lows of digital assets.

New SEC Rules Allow Advisor Advertising Testimonials

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The agency updated advertising and cash solicitation rules, allowing testimonials for the first time.

Is It Time To Rethink The Traditional 60/40 Portfolio?

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Alternatives can add income in a stagnant portfolio, says a State Street wealth management executive.

Pandemic Alters Many Retirement Plans

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Millennials are likelier to move up their retirement date, while Gen Xers plan to push it back.

Divorce Is A Taxing Affair

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Many couples falsely believe their divorce attorneys will provide them with tax guidance.