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January/February 2024

The Year Of Living Dangerously

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Economists are trying to imagine scenarios in a world that keeps defying expectations.

The Joys Of Independence

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What do you win by not being bought?

Showing Off Your Emotional Intelligence

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The right website design tells people you have “EQ.”

Messages And Conversations

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Technology has made it easier for us to talk past each other. That's not good for advisors who need to listen.

Tech Comes For Philanthropy

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With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Half Of RIAs Are Unhappy With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

Craft Profiles, Convert Prospects

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Crafting better client profiles is the best way to drive prospects to work with you instead of your competitors.

Spot Bitcoin ETFs Are Here! Now What?

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Crypto advocates have won a huge victory getting spot bitcoin ETFs to market. What does that mean for investors?

Private Credit Steals The Spotlight

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This $15 trillion asset class is growing fast and offering higher returns and less risk than private equity.

The Case For Gold In A Fickle World

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The First Eagle Gold Fund has been a leader in its field for 30 years.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

Resilient REITs

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Empty office space has given real estate investment trusts a black eye. But the space offers opportunity.

A Return On Relationship

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By showing the power of compassion, you'll have a loyal client for life.

Advisor Emporium

eMoney Improves Client Portal

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Technology solutions provider eMoney Advisor announced enhancements to its eMoney Client Portal to improve interactions between advisors and their clients.

Editor's Note

Advisors' Role In Clients' Health Crises

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Financial independence only does one so much good if they don't have their physical health.

Frontline News

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

What Holds Clients Back From Annuities?

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Potential buyers say they like these products, so why don't they jump in?

Cambridge Launches $1.1B AUA Independent RIA Platform BridgePort

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Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.

Crypto Tax Reporting Has Clients Confused, Advisors Say

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New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.