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April 2021

2021 Independent Broker-Dealer Survey: IBDs Navigate The Pandemic

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A market upswing helped save this industry in 2020 and recruiting kept its pace.

Universal Consensus Should Spawn Concern

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David Rosenberg and others see the current boomlet moderating next year.

Perceiving And Judging

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You can correct mistakes in your business if you weigh the judgments you used to make them in the first place.

Put Me In, Coach

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Business development coaches can be a boon to those hoping to work with the wealthy.

No More Gift Tax Exemption?

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Clients confronting possible tax reform will likely want to consider these different wealth protection strategies in 2021.

After The Fall

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A year after the corona-crash, have its lessons been learned?

Eliminating The DIY Tech Stack Headaches

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A group of firms are helping advisors bring any software they like into their tech stack.

Sidestepping Unrealized Stock Gains

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This advisor helped a geophysicist avoid taking a big tax hit at retirement on company stock.

Where The 4% Withdrawal Rate Fails

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A new study says the rate can falter if life spans, inflation and market volatility aren't just right.

An Impactful Portfolio

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The Baillie Gifford Positive Change Equities Fund has generated monster returns while seeking positive impact.

Hybrid LTC To The Rescue?

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As long-term-care insurance struggles, new hybrid products are taking off, offering fixed premiums and investment flexibility.

Underdogs And Retirement

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To root for those struggling, sometimes you have to change the game.

Rollovers And The Baby Boomer Retirement Wave

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The long-awaited baby boom retirement wave is now officially underway.

Who's In Charge?

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The last few decades of case law for estates have seen the emergence of the “de facto” fiduciary.

How Independent Broker-Dealers Compete Now

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Once consigned to the scrap heap, independent broker-dealers are poised to compete with RIAs at their own game.

Advisor Emporium

Defiance ETFs Launches First U.S. Hydrogen ETF

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Defiance ETFs has launched the United States' first hydrogen exchange-traded fund.

Editor's Note

It Wasn't Just Luck

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How a public health crisis managed to become so politicized speaks to how divided we are.

Frontline News

Advisors Can Play A Positive Role In Client Divorces

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A savvy financial advisor should be able to help a spouse negotiate a divorce, attorney Lisa Zeiderman said.

Large Millennial Cohort Will Be An Economic Savior

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The large millennial generation is poised to reach peak earning years, ClearBridge said.

Get Ready For Higher Taxes, Slow-Rising Inflation, Says Ed Slott

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Stimulus packages should fuel a recovering economy, according to panelists at a recent webinar.

Biden Tax Changes Might Spur Charitable Giving

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

The Buck Increasingly Stops With Millennial, Gen X Women

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A Wells Fargo study also found that more than a third of younger women find financial concepts intimidating.