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December 2022

The NextGen Boom: Are You Ready?

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Clients born after 1980 are becoming increasingly important to the financial services industry. Your business model might need to change.

Prospering Profession Faces Talent Shortage

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Advisors at Schwab Impact realized they are living in a new world.

5 Tactics To Improve Your Marketing ROI

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Marketing can be stressful, but if you choose a strategy and you're consistent, you can see a return on your investment.

Learning Clients' Biographies

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Your clients have a story. Find out what it is before you start building a financial picture for them.

Five Ways To Strengthen Family Ties

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What are the benefits of having a family foundation?

Goodbye, 2022

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What did we do in 2022 other than hate it?

Fintech Pivots To Prepare For An M&A-Laden Future

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More mergers means there's going to be more clashes between advisors' favorite tech stacks.

The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

Can ETFs Come Back From A 'Down' Year?

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ETFs' relentless growth took a pause in 2022.

What's The Problem With Optimization?

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The computers are just doing what they're supposed to do. Is that not enough?

How Assumptions Change Our Investments

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The assumptions we make about how money is invested can dramatically alter our view of historical performance.

This Equity Fund Is Trouncing The S&P 500

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The Centre American Select Equity Fund has been a category leader for the past five years.

Bringing Alternatives To 401(k) Plans

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Alternative investments are coming to defined contribution plans, but numerous obstacles to widespread adoption remain.

Dynamic Withdrawal System Can Save Affluent Clients Millions

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This dynamic withdrawal strategy can reap significant gains over other retirement asset strategies.

How To Handle Hyper-Political Clients

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Michael Kitces and Carl Richards offer tips for dealing with those clients who won't de-escalate.

Advisor Emporium

Transamerica Introduces Universal Life Insurance Policy For Workers

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Transamerica has debuted a new universal life insurance policy designed as a voluntary workplace benefit.

Editor's Note

The Problem With Experts

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The problems faced by so-called experts in financial markets and politics didn't begin in 2022.

Frontline News

Americans Now Believe They Need $1.25M To Retire, Study Says

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The report also found that Americans have upped their anticipated retirement age to 64 from 62.6 last year.

Social Security More Valuable Than Ever, Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

IRS Shifts Income Tax Thresholds To Offset Inflation

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The new limits impact income, estate and gift taxes.

Tax Strategies For Clients With Extra Cash

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The clock is ticking for the implementation of tax strategies for cash-rich clients.