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IN THIS ISSUE
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- Features
Jeff SchlegelEvercore Wealth Management CEO Jeff Maurer--and many partners at his RIA--adjust to a new life.
Andrew GluckMuddling along is many advisors’ most optimistic scenario.
David LawrenceThree leading advisory firms describe how they use teamwork in their practices.
Roy DilibertoWork still needs to be done so that clients, regulators and the media view and understand us for what we are—financial planners.
Lori K. MurphyHere’s how financial advisors and estate planners can work together to help those with mentally impaired family members.
Joel P. BruckensteinIn a few short years, Morningstar has improved its advisor platform so much that it truly has become an “office.”
James PicernoFinancial innovation is under fire. Failing to beat the market is only one reason.
Marla BrillWere ETFs victims or culprits that day, when they were jolted more than other kinds of equities?
Eric UhlfelderFor superior economics, equity appreciation and income, few countries compare with Australia.
Alan LavineImmediate annuities fit well in retirement income plans.
Ben MattlinHere’s how to help your clients avert inheritance lawsuits between their kids and a new spouse.
Marla Brill
This value manager looks for companies that he considers undervalued, consistent earners or emerging franchises.
Raymond FazziNow that they’ve experienced the harsh consequences of poor business management, fee-based advisors are looking to their
custodians and broker-dealers for all the help they can get.
John GravesAs advisors, we should avoid forecasts and look for good companies with strong free cash flow and sustainable dividends.
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CONFERENCES
Dorothy 
