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January/February 2023

Are Alternative Assets Still The Place For Smart Money?

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Questions remain, but these risky investments still have devoted fans.

3 Lessons About Alternative Investments

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Here are three things I learned from conversations with advisors at the CAIS Alternative Investment Summit.

There Is A Compelling Alternative To Stocks

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What would a world of continued high inflation look like? And what would investors do?

Getting Personal

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Clients want to know you're talking directly to them.

To Know Clients, Know Their History

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Many clients' financial lives are determined by defining moments. If you want a better relationship with them, you need that context.

The Case For More Expansive Wealth Management

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You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

Your Retirement's Been Canceled

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Southwest Airlines' debacle over the holidays demonstrates to all of us, particularly planners, what happens when you don't get people to their destination.

Tech Gets Personal

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Back office help is the least it can do. Now technology wants to help advisors become better at the people part of planning.

Taking The Financial Sting Out Of Divorce

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This advisor showed a divorcing Brooklyn couple a way out of difficult financial straits.

The 60/40 Portfolio May Be The Quiet Hero Of 2023

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The forecast says 60/40 portfolios will earn returns of 6% to 8%.

The Looming Foreign Financial Contagion

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With inflation on the rise, financial markets will face a huge stress test in 2023.

A Contrarian Way To Small-Cap Profits

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The Hotchkis & Wiley Small Cap Value Fund makes money by greatly diverging from its bogey.

Unmarried Women No Longer Pay A Financial Penalty In Retirement

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Younger female boomers are doing better than their predecessors, but there's a catch.

Five Social Security Myths That Might Be Steering Your Clients Wrong

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Here are five myths that frequently come up when your clients want to know how to optimize their benefits.

Why Millennials Are Following Boomers To The South

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The pandemic aside, millennials now find themselves in a different phase of life.

Now More Than Ever, Advisors Need A Marketing Makeover

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With the industry's organic growth rates closer to zero, now is the time to bring a renewed focus to marketing.

Advisor Emporium

FP Alpha Updates Roth Conversion Tool

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FP Alpha, a AI-driven advanced planning platform for financial advisors, has released a second-generation Roth conversion tool.

Editor's Note

Can The Giant RIAs Keep Growing?

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The growth potential of the RIA business is about to be called.

Frontline News

Planning For Taxes With A Divided Congress

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Tax planning today revolves around the 2026 sunset provisions of the Tax Cuts and Jobs Act.

Variable Annuity Replacements In Finra's Crosshairs

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Finra exam results show firms often can't justify contract switches.

Ric Edelman Says Advisors Don't Properly Plan For Extended Life Spans

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Edelman has launched a podcast to help advisors plan better for clients who may live to 100.

Trump Gave Loans To His Kids. Here's How Your Clients Can, Too

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Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.