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July / August 2022

2022 RIA Survey & Ranking: Goodbye To All That

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Is this the end of “too much of a good thing” in the RIA space?

Why Liz Ann Sonders Isn't Bullish

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U.S. equities have yet to enter a classic capitulation phase.

Fees, Not Fines

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Market fluctuations aren't a punishment for being an investor. They're the admission price.

Advisors' Top 10 Questions About LinkedIn, Answered

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The site is a great place to showcase your brand and authenticity.

3 Things To Know When Advising Private Foundations

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Understanding foundations' operational needs is essential to giving them helpful guidance.

The Five Keys To Technology Adoption

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Don't look now, but the New School needs the Old School.

The Big Squeeze: Leading Through the Talent Crisis

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It's hard to find talent these days, and our biggest human capital challenge may still be ahead of us.

Alternatives Move Into The Spotlight

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Advisors can now go well beyond the mutual fund/ETF approach as new platforms emerge.

Using Your Assets To Borrow

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Securities-based lines of credit are a low-cost, tax-efficient tool for clients who might need short-term cash.

ESG … What's The Real Impact?

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The price Americans are paying at the pump has some wondering if ESG is to blame.

Top Of The Charts

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The BrandywineGlobal High Yield Fund has been a five-year top performer.

Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Why Advisors Struggle With Their Own Retirement

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There are three key reasons advisors have problems letting go.

Ranking The Heavyweights

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Look closely, and you can see what separates the largest firms from the smallest.

Advisor Emporium

FPA Debuts College Planning Certificate Program For B-D Financial Advisors

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The course is designed to help planners better understand how to assist their clients with the challenge of financing a college education.

Editor's Note

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Frontline News

Take Care Before Founding Or Joining An RIA

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Joining, leaving or starting an RIA is a complicated process that requires detailed planning in advance.

Popular Business Entity Brings Tax Problems (And Opportunities)

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Sole proprietorships are the easiest and most affordable way to organize a business, planners say.

B-Ds Start Firing Reps With Spotty Records

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Finra plans to start publicly identifying "risky" broker-dealers this summer.

Roth Conversions Get More Attractive As Market Slides

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.