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Editor's Note


How to Size Up ETFs for Client Investing

Ryan Nauman | September 24, 2019

Growth in number of ETFs means advisors must be careful how they choose and balance these products with a client’s overall portfolio.


The Right Ways to Pass the Torch

Angie Herbers | September 24, 2019

When your succession plan involves selling the firm to an employee, here's how to make that process a win-win.

Multi-Gen Planning: Walking the Talk

James J. Green | September 24, 2019

Intercontinental Wealth models the benefits of multi-generational advice to clients through its father-son pairings.


IRS Weighs In on RMDs, Fees

Melanie Waddell | September 24, 2019

Tax experts discuss rulings on uncashed distribution checks, advisors’ annuity fees.

Are You Getting the 'Best' Tech Advice?

Dan Skiles | September 24, 2019

Different firms have different needs when it comes to technology; in some cases, one firm’s success can be another’s failure.

How to Win Amid the Hiring Frenzy

Caleb Brown | September 24, 2019

The tight market for the best new talent means owners also have to get their resumes into shape.


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