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July/August 2023

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality

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Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

Liquidity Cliffs Cause Generational Discord

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Is private equity driving generational conflict among advisors?

Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

If I Wrote Fortune Cookies

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If little scrolls of wisdom could be passed around the financial world, what would they say?

Getting The Kids Involved

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When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.

Unsafe At Any Speed

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Most retirement plans will fail. So who will tell the clients?

Is The New AI Cool For Wealth Management?

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Here's how advisors are already diving into the new generation of generative artificial intelligence applications.

How To Succeed In Family Offices

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If you want to avoid problems with succession, it's best to close the generation gap.

Bank On It

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Fund manager Chris Davis says the stocks of the largest, best-of-breed banks are primed for upside.

Swapping Old Annuities For New Ones

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

Stop Saving, Start Spending

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Some near-retirees should ditch the savings plan and drop serious cash on their dreams.

The Retirement Rules Have Changed

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In a volatile market, there are new ways retirees will want to seek income after they leave work.

The Silent Killer Lurking For Advisors

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Custodians and broker-dealers place the onus of cyber theft on advisors and their clients.

Advisor Emporium

Bernstein Debuts Private Label Donor-Advised Fund

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Bernstein Private Wealth Management has launched a private label donor-advised fund program.

Editor's Note

All About Fiduciary Duty

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Just imagine for a second that a PE firm owns a big stake in your RIA and several of your competitors also wants to offer some of its funds to your clients. What could possibly go wrong?

Frontline News

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Advisor Testimonials, Endorsements Under Scrutiny At SEC

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The agency said examiners will ensure the new marketing rule requirements are followed.

Parents Struggle To Support ‘Boomerang' Kids, Thrivent Finds

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For the 41% of parents who have adult children living with them, the financial hit is real.

Should Wealthy Clients Delay Drawing On Social Security?

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Advisors say there are circumstances where wealthy clients may want to take their benefits early.