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April 2023

2023 Independent Broker-Dealer Survey: IBDs Invest In Reps' Succession

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As the world changes, the bonds tying broker-dealers to their reps might have to be broken to be reset.

The Banking System Isn't A China Shop--Yet

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The failure of recent banks has some wondering if we've learned from past mistakes.

5 Tips To Get Started With ChatGPT In Your Marketing

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This breakthrough artificial intelligence tech can be friendly to advisors when it's used correctly.

Personal Principles With Investing

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If you know your clients' principles about investing, you'll be in alignment before you invest for them.

Directions For The Philanthropic Journey

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Depending on where they are in their giving, you'll have to ask your clients different questions.

My Family Made Me Do It

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Watching their retirement wreckage set me on to my next chapter.

Succession Planning For Financial Advisors

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Financial advisors may be used to giving clients advice about succession planning, but what about their own businesses?

Merit Financial Advisors: How It Became A Hybrid RIA M&A Powerhouse

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The Atlanta-region firm is on track to add $4 billion to $6 billion in new AUM in 2023 alone.

As Indexing Booms, Are We Nearing ‘Peak Passive'?

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How much indexing is too much, and will active managers ever have their day in the sun?

Covered-Call Strategies Gain Interest In Bear Market

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Investors are flocking to covered-call funds. Is the strategy too good to be true?

GMO Takes Pragmatic View On Climate Change Investing

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The GMO Climate Change Fund isn't your typical ESG-type product.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Backstage Pass To Retirement

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How will your clients live up to the fantasies they might have about freedom?

Advisor Emporium

Orion Updates Custom Indexing For Independent Financial Advisors

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Orion Updates Custom Indexing For Independent Financial Advisors Orion Advisor Solutions, the Omaha, Neb...

Editor's Note

New Acquirers, Familiar Faces

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For reps who left a captive wirehouse or insurance company decades ago, the world has come full circle.

Frontline News

Bipartisan Group Of Senators Mulls Raising Social Security Age

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Increasing the retirement age to 70 is one of the proposals being considered by the legislators.

Why Advisors Should Practice Tax-Loss Harvesting All Year

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Strategic loss-harvesting throughout the year gives investors more flexibility, advisors say.

2022 Was Good For Annuities; 2023 Stands To Be Better

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CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

In Most Cities, Homes Still Sell Faster Than Before The Pandemic

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The rapid sales come despite the cooling in housing markets from the peak of the pandemic boom.