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April 2024

2024 Independent Broker-Dealer Survey: The IBD Universe And Its Systemic Evolution

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The broker-dealer industry is making hay as interest rates remain elevated. Demographic trends are a double-edged sword.

Acquired RIAs See Client, Advisor Attrition Accelerate

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Staff turnover has an insidiously harmful effect on advisory firms.

5 Tips To Get The Most Out Of Webinars

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You might be intimidated by the idea of hosting a webinar, but it's an effective way to reach an audience.

Personal Interest, Or Interest In A Person?

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Clients understand by your cues if you're not really interested in them.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

How Foundations Aid Tax Planning

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These charitable giving vehicles allow clients to earn tax savings on appreciated assets.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

The Burning Question For Clients: 'Are You Happy?'

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Advisors who ask clients this question could transform their practices.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

A Fund's Rx For Healthcare Investing

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The Janus Henderson Global Life Sciences Fund successfully navigates the turbulent healthcare sector.

How Interest-Rate Cuts Might Affect Annuity Holders

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There could be an advantage to buying annuities before rates decline.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

Advisor Emporium

Fidelity's Wealthscape Adds Alts Research

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Fidelity has begun offering proprietary research on alternative investments to advisors on its Wealthscape platform, available at no additional charge.

Editor's Note

A New World Takes Shape

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The advisory business at this moment in time is in the midst of structural and generational change.

Frontline News

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Edelman Explains Why The Days Of Advisor Poaching Are Here

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Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.