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June 2023

Is The Great Asset Shift For Real?

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Financial Advisor asked investment specialists how they're shuffling portfolios in a high-interest-rate world.

Rates Return To Reality

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Americans lulled into complacency by low interest rates are now confronting the sharp reversal.

Have A Tale To Tell

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When you learn to tell stories, you create emotionally resonant connections with your clients.

Personal Principles With Investing (Part 2)

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It's time to ask what money represents to people to get at what their values are.

Helping Clients Align Their Assets And Values

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Impact investing has gained popularity with charitable donors and foundations.

What Do The Top Advisors Do?

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New research confirms they pursue these winning growth strategies.

Are Rates And The Stock Market Hurting The Value Of Your Firm?

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Three merger and acquisition specialists say the market for advisor firms is still robust.

A Tax Hit And A 403(b)

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Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.

Capital Preservation + Price Appreciation = Results

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The FMI Common Stock Fund has a successful 40-year track record.

Students Anxiously Await New Student Aid Rules

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Will the Department of Education's December debut of the simplified FAFSA form meet expectations or receive an F?

Where Annuities Fit In The Puzzle

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Where and how should annuities figure in retirement-income planning?

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who wait.

Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

Some Good News (At Last) For Long-Term Care Insurance

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But skeptics say it's too soon to cheer.

New Heirs Present An Opportunity To Advisors

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Here are six key steps for professionals who want to serve the generation set to receive so much wealth.

Advisor Emporium

Orion Goes Live With First ChatGPT Integration

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The integration will allow users to select from and, as needed, edit suggested artificial intelligence-generated responses.

Editor's Note

Young Advisors' New World

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This advisor was grateful to the firm's founders who believed in him and rapidly promoted him to the top spot.

Frontline News

How The New IRS 10-Year Plan May Affect Wealthy Clients

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Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

39% Of Home Shoppers See A Seller's Market, BofA Says

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A majority of prospective buyers said high prices and interest rates remain a challenge when purchasing a home.

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

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Advisors say the ruling could interrupt tactics favored by many tax planners.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.