Financial wellness is coming of age — and we’re all on the journey together
Your clients have hired you because they want a personal relationship
Big fixed-income managers pit their ESG portfolios against a broad set of competitors
Many clients are making college savings mistakes and could use more help from their financial adviser
Many of last year's trends in the financial advice industry will be front and center again this year, including consolidation, fees and fiduciary regulation
Be on the lookout for more firms to offer income solutions that don’t require investors to sell assets at a large cost
If RIA founder/owners want to keep working but worry the red-hot M&A market will run out of steam, there's a third option
Working longer and delaying Social Security can significantly boost retirees' income
Doing the work involved in moving clients to a new custodian is a massive undertaking
The SECURE Act’s pooled employer plans provision will create a new market for investment advisory services
Less than half of parents let their kids make real financial decisions, and that’s a problem
And why it’s not happening
David Canter of Fidelity talks about where the independent adviser is heading as we embark on a new decade
The giant money manager is taking a misguided approach to climate change
As consolidations continue and fee compression becomes a threat to status quo services, advisers need to be cognizant of the value they can add for clients
The problem won’t go away if it’s regarded solely as an issue for smaller firms
Advisers who use an assets-under-management model should lead with planning and do what’s in the best interest of their clients at all turns
Make D&I a core principle, not public relations
The legislation's green light for open multiple employer plans goes into effect at the start of next year
Try identifying the things you should stop doing before making a list of the things you want to accomplish
