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June 2024

The Business Of Financial Wellness 2.0

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Clients may be retirement-ready, but that does mean they are psychologically prepared to retire.

The Overhyped Move To Subscription Fees

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Clients might want a different deal. So why does the AUM model remain so entrenched?

7 Quick Yet Powerful Marketing Tips

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There are simple things you can do right now to boost your marketing and get in front of prospects.

The Evolving Client Profile

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You must put your clients' numbers in the context of their story.

What The Wealthiest Want

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They're seeking a life of significance and meaning.

New Focus CEO Outlines Big Changes

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The giant acquirer's acquisition strategy will change, and its firms will share more services.

Why Wealth Management M&A Remains Fertile

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Succession plans and private equity money are driving deals.

Persuading Executive Clients To Seek Stock Options

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Why are execs avoiding these benefits?

Navigating Secondary Private Equity Funds

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These funds may offer attractive entry points to the PE market.

Commodity ETFs: Look Before Leaping

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These funds are not all the same.

Higher For Longer? Maybe Higher Forever

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It's not all bad if borrowing costs stay higher.

The Illusion Of Affluence

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Too much consumption hampers wealth creation.

Short-Term View, Long-Term Results

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The Intrepid Income Fund's focus on short-duration fixed income has been a winner.

How The New College Aid Form Flopped

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A bad rollout means students and parents have hit a wall.

Creating Realistic Retirement Budgets

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

After A Settlement, Steady Sales For LTC

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Reports of the demise of the long-term-care insurance industry have been greatly exaggerated.

5 Considerations When Hiring A New Planner

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The advisor profession needs to do a better job of laying out a welcome mat for new recruits.

Advisor Emporium

New Platform Helps Advisors Transition To Independent Channel

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FusionIQ, a provider of cloud-based wealth management solutions, has launched a new turnkey white-label wealth management platform entitled FIQ Freedom.

Editor's Note

Many Disconnected Worlds

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Anyone who looks around in 2024 could be forgiven for thinking that whatever world the stock market is living in, it isn't occupied by most humans.

Frontline News

Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

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The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

Vanguard Looks At Market Timing And Sees A Terrible Idea

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Market timing leads to unnecessary losses, the company's research arm says.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws benefiting retirees on several fronts.

Inheritances Be Damned: Clients Want To Spend While They Can

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After the pandemic, more clients are seizing the moment and putting their money to use before they die.