Current Issue

Editors Note

Beginnings

How Tech Is a Win-Win for SRI

Claire Veuthey | November 28, 2018

Millennials bring with them a need for speed and impact investing. Tech platforms help advisors deliver by simplifying how advisors align client assets with their values.

Why Tech Should Still Be a Long-Term Holding

Bernice Napach Emily Zulz | November 28, 2018

Ric Edelman and others weigh in on the role of technology across companies, industry sectors and global markets, making it a must for portfolios.

IRS Ups IRA Contributions as Concerns Rise

Marlene Satter | November 28, 2018

Also, a new survey finds that a high percentage of retirees lack an understanding about the effect that taxes have on their retirement income.

Why Hybrid RIAs Are Enjoying Stellar Growth

James J. Green Emily Zulz Marlene Satter | November 28, 2018

According to Cerulli, the hybrid broker-dealer/registered investment advisor model has a new place in the industry.

Columnist

2 Questions RIAs Must Ask Before a Deal

James J. Green | November 28, 2018

When it comes to mergers and acquisitions, one RIA employs the same approach for success, and it’s not about valuation.

Conclusions

Just Do It: A 2018 Year-End Action List for Advisors

Dan Skiles | November 28, 2018

Getting ready for the holidays is the easy part of advisors' year-end duties. For the tough tasks, here’s a "must-do" checklist to help advisors tackle business processes and client needs in late 2018.

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