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June 2022

American Campus In Crisis

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The maligned “gap” year may be the antidote to financial problems.

Inflation, Markets Drive High Anxiety

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The Fed is acting as if deflating the equity market is the best way to attack inflation.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

Giving Power To Your People

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How are you showing your colleagues that you value them?

Let Them Eat Calamari!

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Annuities are squid.

Practical (And Profitable) Ways To Attract Women Advisors

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Here are a few key ways you can make your firm more appealing and rewarding to women.

Female Advisors Are The Future Of Wealth Management

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Hiring and promoting women in the wealth management industry has never been more urgent.

Other Kinds Of Partners

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How do you create better relationships with investors and other firms important to your strategy?

Talking With Children About Wealth

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How you can help clients engage in these conversations with their children.

Five Trends That Should Steer Emerging Markets

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Though emerging markets could outperform their developed counterparts, they face big headwinds.

The Calm After The Bond Market Tempest

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Start planning now to build a revised and fruitful fixed-income strategy after the storm is over.

The Fed Does Not Deserve All The Inflation Blame

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The Fed certainly bears its share of responsibility, but other factors played a very large role.

Team Approach To Fund Success

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“Collaboration” is the watchword at the Dodge & Cox Stock Fund.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

Is Real Estate A Safe House?

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Some investors think real estate is the sector likely to weather higher interest rates and inflation.

Whose Fiduciary Standard Are You Using?

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No matter what orthodoxy advisors follow, they often miss certain conflicts of interest.

Advisor Emporium

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

Editor's Note

Emotional Wellness

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It's the young and the old who suffered the most severe psychological scars.

Frontline News

T. Rowe, Schwab Say Times Call For Changing Investing Approaches

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Asset managers from Schwab and T. Rowe Price talked about the mood of investors and how it shapes portfolios.

How Clients Can Prepare For--And Avoid--The Dreaded IRS Audit

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Automated IRS letters have led to a lot of false alarms about audits, planners say.

Number Of Reps, Brokerages Declined In 2021, Finra Finds

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At the same time, revenues and the number of investment advisor firms grew.

An Efficient Practice Means Leaving Some Clients Behind, Cerulli Says

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Many firms also are not using technology efficiently, the research firm said.