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May 2021

Young Advisors To Watch In 2021

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Young professionals are dealing with a different world than their predecessors. Covid only accelerated that.

Succession Anxiety Disorder

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Being overwhelmed and frozen by the complexity of succession is self-destructive. If the direction is clear, sometimes all you need to do is take the next step.

The ExperiCorps Experiment

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This new idea links retirees, inventors and charities in a way that benefits them all.

The Future Of Financial Wholesalers

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To survive, investment product wholesalers need to give advisors the things they really need.

Where Have All The Advisors Gone?

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The growing disconnect over retirement advice is a movie we've seen before.

The Value Resurgence: Persistent Or Transitory?

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It all depends on where inflation and interest rates go.

How One Advisor Helps ESG Bloom In Texas

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ESG issues, like diversity and climate change, have come home to roost in the Lone Star State.

Not Just Another Commodity

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The Parametric Commodity Strategy Fund delivers results through its actively managed, rules-based approach.

Smart Asset Location Is Critical

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Pursue smart asset location strategies to help clients make the most of their estate planning.

College Savings Pros And Cons

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Is college savings still worth it? A post-pandemic assessment.

From Chasing Returns To Unwinding Income

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The rate of baby boomer retirements soared last year. Now they need retirement income.

Planning Errors Retirees Make, Part II

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It's important what we tell our spouses about our plans and how we control our media intake.

The Post-Pandemic Retirement Life, Part I

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Advisors need to get ahead of the new ways we will work after the pandemic.

Digital Marketing Won't Go Away After The Pandemic

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Advisors need to realize that the digital marketing and communications approaches they embraced during the pandemic are here to stay.

Advisor Emporium

As You Sow, Proxy Impact Launch ESG Proxy Voting Service

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As You Sow, a non-profit shareholder advocacy organization headquartered in Berkeley, Calif., has launched As You Vote in partnership with Richmond, Calif...

Editor's Note

Reopening And The Retirement Boom

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The final tally isn't in, but all evidence indicates that baby boomer retirements have soared in the last 15 or 16 months.

Frontline News

Planning For Federal Tax Hikes

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As Democrats talk of tax increases, advisors and clients can take steps now to prepare.

Fidelity To Aggressively Expand Head Count, Geographic Footprint

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Over half of the positions are expected to be filled by midyear, Fidelity said.

Pandemic Spawns New Breed Of Investors

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Schwab calls them "Generation Investor" and says they behave unlike those who invested before the pandemic.

Without Diversity, Firms Miss Opportunity

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Progress on the diversity front is happening, albeit slowly.