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March 2021

Are You Ready For A.I.?

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Artificial intelligence has arrived in the wealth management space.

Dividends For The Long Run

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Investors seek income-producing assets in a distorted world.

The Hands Of Time

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A family watches the clock for a reunion.

21% Revenue Increase In 2021

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By helping others, you help yourself.

She Saved My Life

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When your clients are older and wiser, their priorities get reshuffled.

The Pandemic’s Heavy Toll On Women

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The Covid crisis has piled on new challenges for many women already behind in their retirement savings.

How An Advisor’s Podcast Is Heard In 38 Countries

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Miguel Gomez has gathered a wide following that includes people in some unlikely places.

Cutting Down A Lawyer’s Tax Burden

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Lawyers can get their contingency fees deferred under an IRS rule. This advisor helped his client do it.

More Mistakes Of Retirees

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Here are three things you might want to avoid after you've left work.

The Reddit-GameStop Frenzy

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Was it a populist revolt or a pump and dump?

This Small-Cap Fund Is Performing Big

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The Buffalo Small Cap Fund has been stampeding with impressive results.

Playing Not To Lose Vs. Playing To Win

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Ask your clients the questions your competitors are afraid to ask.

Generating Retirement Income With Annuities?

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Amid low interest rates and volatile stock movements, what role do annuities play in retirement income?

Dealing With Tough Retirement Planning Questions

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Some tough client questions might not come up, but you must be ready for them.

Biden Has A Once-In-A-Century Chance To Fix Capitalism

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The U.S. needs to reclaim the kind of economy that existed before Wall Street was the only thing that mattered.

Advisor Emporium

LPL Launches M&A Solutions For Advisors

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LPL Financial, the nation’s largest independent broker-dealer, has unveiled an enhanced suite of services to help advisors sell or acquire practices.

Editor's Note

Light And Hope

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After a long, wretched year that few of us could have imagined, light at the end of the tunnel is visible...

Frontline News

‘Reg BI’? Instead, How Does ‘New Suitability’ Sound?

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Critics want the SEC to ensure retail investors understand when they are not working with fiduciaries.

Working Longer Might Not Be The Retirement Cure-All

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Working longer and delaying when to claim Social Security benefits isn’t the best strategy for everyone.

CPA Creates Program For Advisors’ Social Security Savvy

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A new online program teaches advisors how to find the ideal Social Security strategy for each client’s situation.

Long-Term Bonds Are For The Birds, Says Hedge Fund Manager

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Billionaire Paul Singer says 1970s-style inflation can happen again.

Americans Think Harder About Personal Finances During Covid

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Americans are giving more thought to their savings and how to use them.