Financial Planning - November/December 2021

The Annuity Paradox

Vendors like Orion are giving independent advisors access to cash deposit accounts and securities-backed loans in an effort to provide all-encompassing services.

Despite the strict guidelines, it’s not clear that the new regulation made any impact at all on an increasingly common feedback and evaluation method.

Young entrepreneurs and soon-to-be heirs are expecting more social impact from their investments. Private banks are evolving in response — often by matching clients with like-minded advisors who are closer in age, and by hiring more women and people of color.

Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.

Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.

Time for a change? Upgrading your image should be more than a skin-deep affair.

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.