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July / August 2021

2021 RIA Survey & Ranking: The Future Is Now

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Ironically, the 2020 pandemic may have accelerated RIAs' business and broadened their potential pool of talent and clients.

Bracing For Biden

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The game begins and the plot thickens.

Interested, Not Interesting

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Everyone has a story, including your clients, and they will be glad you asked it.

From RIA To MFO

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If an advisor wants to start a multi-family office, it's about more than just adding a few services.

Why Retirement Is On The Eve Of Disruption

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Retiring clients and their advisors want help. Don't disappoint them.

Investors Look Abroad For Value

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Don't look now, but many foreign markets are beating America's.

Right Way Retirement

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Don't come up short of the right materials when building a retirement house for your clients and yourself.

The Growing Cyberthreat To Family Offices

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Sophisticated hackers are increasingly targeting family offices and ultra-high-net-worth individuals.

Old Fund, Spry Returns

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The Fidelity Select Health Care Portfolio is a 40-year-old fund that leaves many of its younger peers in the dust.

Real Estate Shakes Off Covid-19

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2020 was a double-edged sword for real estate investors.

FOMO, YOLO, Crypto, Oh No!

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There is a huge difference between real investing and the speculating that's running rampant.

A Whipsaw In The Making?

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Among all the new market risks economists are focused on, there are old standbys that bear watching.

Advisor Emporium

FMG Suite Debuts New Lead Generation Capabilities

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FMG Suite, a San Diego-based firm specializing in marketing software and services for financial advisors and insurance agents, has integrated new lead-generation capabilities into its platform.

Editor's Note

A New World

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A stream of new clients was just one of the several reasons RIA firms enjoyed the best year in their history in 2020.

Frontline News

Certain Trusts Take The Sting Out Of Estate Tax Increases

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These vehicles give wealthy clients flexibility in dealing with any increases in the estate tax exemption.

The Case For Eliminating RMDs

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Ed Slott says they aren't helpful to policymakers and are a big annoyance to retirees.

The Number Of Registered Reps Keeps Falling

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The ranks of registered representatives have been declining since 2015, Finra said.

Social Security Statement Gets A Redesign

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The new form spells out the benefits people get starting at each age between 62 and 70.

Pandemic Causes ‘Pronounced' Changes In Philanthropy

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Both donors and charitable organizations are adjusting their approach to philanthropic giving.