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September 2022

Resolving The Title Protection Quandary

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Decades after the financial planning profession emerged, the question of who gets to use the name is still dividing people.

The Lifestyle Risk Threat Is Real

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There's an undertow that's keeping inflation more powerful than people realize, a leading advisor warns.

5 Must-Follow Copywriting Rules

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If you follow these rules, you'll improve your communications and engagement with clients.

The Fed's Damage To The Housing Market May Last Years

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The central bank created major distortions in a market where many Americans have most of their wealth. Why?

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

Chart Of The Decade

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The next big thing is the biggest of all things.

Understanding The Rule Of 40%

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The Rule of 40% is a solid way to think about the mix between the growth and profitability of your business

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

Volatility Didn't Kill Crypto. It Changed It.

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If anything, there are now more eyes on the world of digital assets after a massive drop in prices and a string of catastrophic failures.

Why Advisors Don't See A Soft Landing

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Just because inflation may have peaked doesn't mean it's gone.

Collectibles Hold Promise As America Approaches 250

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Exquisite pieces are already commanding top dollar.

Finding Hidden Value In Emerging Markets

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The Seafarer Overseas Value Fund shows that value and emerging markets aren't mutually exclusive.

New Environs For Long-Term-Care Insurance

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The policies are getting re-evaluated by people in the post-Covid age.

Answering Roth Conversion Questions In A Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

10 Questions That Prompt Clients To Provide Referrals

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There is a special way to ask, “Who do you know?”

Advisor Emporium

JPMorgan Launches Namesake Active Growth ETF

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The fund aims to identify companies with growth potential that are underappreciated by the market.

Editor's Note

The Battle For Talent

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This summer, I had the opportunity to spend time with three young advisors under the age of 40.

Frontline News

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

IRS Auditors Turn Up Heat On Wealthy Taxpayers

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Scrutiny of rich taxpayers has increased this year, and proposed legislation would allow the IRS to get even more aggressive.

Retirees On Track For 11.4% Social Security Raise In 2023

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The increase could add $2,280 a year to retiree benefits.

Wirehouses Risk Losing 15% Of Advisors, J.D. Power Finds

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Independent broker-dealers face 7% advisor attrition over next two years, according to a recent analysis.