A New Wealth Focus

The theme of the first quarterly issue of Research on Wealth is low yields — how they impact your financial planning, your clients’ portfolios and (of course) your business, and what you can do in response to the current investment climate.

We are pleased to highlight the views of Michael Finke, dean and chief academic officer of the American College of Financial Services, and are glad to include the opinions of several veteran advisors as well.

Our columnists Mark Elzweig, Marshall Jaffe and Bob Seawright also share their insights on what low yields mean for advisors, while Bill Good zooms in on how to get client referrals without asking for them.