Ader’s Musings: A Modest Upside
In the week just passed, the bond market continued its bullish recovery, though with far less of the fundamental impetus that followed the prior week’s litany of economic disappointments.

Six Charts That Illustrate the Financial Advice Industry's Lack of Diversity

John Kador

Minority financial advisors remain significantly underrepresented in the industry.

The Path to Ownership

Diana Britton

Eileen O'Connor was reluctant to focus her business on women. The demographics changed her mind.

Why Even the Best-Laid M&A Deals in Wealth Management Can Fail

Michael Thrasher

A lot can go wrong if a buyer doesn’t look under the hood.

The Robos Are Getting Socially Responsible

Ryan W. Neal

Wealthfront and Betterment announced new SRI functionality.

What Boomers’ Retirement Means for the Advisor Industry

Jonathan Henschen

Our industry will be unable to keep up with the demand for new advisors to fill the vacancies left by boomers retiring.

How O.J. Simpson and Lance Armstrong Protected Their Millions

Martin Walsh

Six Ways To Give Clients’ Teenagers a Leg Up on Life

Kevin McKinley

There’s no time like the present to help their kids have a better future.

Beware of Overstating the Value of a Charitable Gift

Espen Robak

Doing so resulted in the loss of deduction and a hefty penalty for a taxpayer.

Mortgage REITs Have Paid Off Well

Brad Zigler

But now things are getting dicey.

WHITE PAPERS

• Engage Next Generation Clients
• Practice Mergers and Acquisitions: What Advisors Need to Know
• 3 Reasons Why Inflation Should Be Part of Your Conversations Today
• An Advisor Enablement Guide to the DOL Fiduciary Rule
• Focus on Next-Gen Clients, Part II
• View More Whitepapers