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November 2021

Fiercely Independent

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After buying back its independence, Coldstream Wealth Management is looking to grow.

Private Equity Alters RIA Landscape

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Expert Mark Tibergien wonders if lofty RIA prices are transitory.

Lessons Learned … To Be Continued

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When it comes to things like the Covid-19 pandemic, you have to learn how to change a client's narrative when they are still in crisis.

Who Will Pay For Long-Term Care?

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Longevity means many more will need it. But the pandemic showed the current system falls woefully short.

Helping The Physicians Heal Their Own Finances

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High-earning physicians often don't have the time to meet with you, but they might need you nonetheless.

The Covid Advisor Business Boom

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Sourdough starters, home remodeling … and estate planning.

Are Longevity Assumptions Obsolete?

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Estimates for clients' lives might be too out of date for their retirement plans.

5 Common Digital Marketing Mistakes

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Advisors who can overcome these communication problems will find themselves with marketing opportunities.

Why People Fire Advisors

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An Ensemble Practice survey asked consumers what they were looking for in an advisor. It also found out why some clients leave advisors and don't come back.

A New Bond Market Playbook

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As central bankers navigate crosscurrents, fixed-income strategies have come in for a rethink.

Scissors Vs. Knives

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Wealth managers need better tools to dissect risk.

A Free-Form Growth And Income Fund

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The Columbia Flexible Capital Income Fund's portfolio invests with no allocation constraints.

Questions That Break Barriers

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You can get to a more sophisticated, deep conversation with clients by moving beyond financial topics to the stuff that really matters to them.

What's Retirement Happiness?

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A panel at the Morningstar conference concluded it's not about money, the sports car or time with your kids. Happiness in retirement is also about your health and relationships.

How To Minimize Behavioral Bias In Advisor

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Even an AUM fee or a retainer model may be the wrong signal to clients that you have certain abilities to predict the future.

Advisor Emporium

Tocqueville Debuts Opportunity Zone Strategies With ESG Focus

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Tocqueville Asset Management, a wealth management firm with $8...

Editor's Note

A New Decade Takes Shape

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Suddenly, the term “supply-side economics” is taking on a very different definition from what it meant half a century ago.

Frontline News

Schwab Requires All RIAs To Get $1 Million E&O Policy

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The coverage needs to include protection against data theft and other risks, according to a company memo.

S Corporations May Face Tougher Tax Scrutiny

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The IRS is looking to close a reporting loophole for S corporations.

Tax Moves Advisors Should Be Making Before Year's End

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Advisors say there are a number of maneuvers to be made for wealthy clients before the year ends.

New Strategy Links Social Security, IRA Withdrawals, Minimizes Taxes In Retirement

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The strategy uses Roth IRAs to maximize tax savings on mandatory withdrawals and Social Security payments.