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March 2022

Where Are The Retirees' Yachts?

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The financial advice industry is reporting record results

The Rain Will Come Back

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Good markets and cheap money have made life good for advisors. But times change.

The Real Assets Under Management

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The pandemic has showed us what's really important in life and financial planning.

Get The Most Out Of Video

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It's not as hard as you think to make videos, which could become a powerful engine of your marketing strategy.

The Growth, Culture and Compensation Paradox

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There are downsides to growth if you don't do it correctly.

How Wrong For How Long?

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Economists get used to a new normal and big inflation that few saw coming.

The Silver Lining Of Fear And Uncertainty

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Two years into Covid-19, and women clients are more interested in planning.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Advising Millennials Requires A Different Approach

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Millennials lack a fundamental understanding about what they need from financial planning.

Questions For Clients About Charitable Giving

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There are 12 questions you should ask clients to begin the charitable planning conversation.

ESG Vs. Impact Investing

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ESG is essentially a tool for mitigating risk, while impact investing is a strategy for investing according to one's values.

Low Turnover Helps Produce High Returns

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The MFS Institutional International Equity Fund has consistently generated category-beating results.

Secret Recipe For Retirement

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Everybody's retirement is going to have its own secret formula for success.

The Housing Party Is In For A Setback

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Builders are ramping up supply just as a record low percentage of Americans say it's a good time to buy a home.

How Rising Interest Rates Affect Annuities

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Higher rates could mean higher payouts.

Stock Picking Shouldn't Be Allowed For Everyone

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Should the government set more guardrails when it comes to individual stock investments?

Advisor Emporium

Focus Financial Launches Alternatives Platform

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Focus Financial Partners Inc...

Editor's Note

One Of A Kind

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One of the privileges of editing a magazine is getting to work with some remarkable people.

Frontline News

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said this split filing strategy gambles on high-earning spouses dying young at age 70.

Tax Landscape Will Shift Despite Biden Tax Reform Failures

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Advisors say some wealthy clients could still be targeted for significant tax changes.

Lou Stanasolovich, Prominent Pittsburgh Advisor, Dies At 64

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He built Legend Financial Advisors into a powerhouse in the region.

Top Five Drivers Of Advisor Growth In 2022

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Kevin Darlington of Broadridge talks nonlocal prospecting, advisor ratings and reputation management.