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  Fiduciary Focus

  Why Target-Date Funds Miss the Boat

  These vehicles fail to meet the challenge of creating a relatively stable, sustainable, and inflation-adjusted income stream throughout retirement, says contributor Scott Simon.

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  Practice Builder

  Increase Productivity by Outsourcing Call Answering

  Utilizing virtual receptionists can lead to better client experiences, save on costs, and reduce in-office stress.

• Practice Builder

  How Advisors Can Help Independents and Accumulators Succeed

  These two investor types have investing strengths and weaknesses. Here’s how to best advice each.

• Retirement Planning

  Natalie Choate: A Good Tax Idea Backfires

  Rolling your IRA into your 401(k) while still employed may help you temporarily skirt required minimum distributions, but there can be drawbacks.

Advisor Insights

• The ESG Revolution
• Sustainability as a Megatrend
• More Talent at the Top
• 10 Questions with Rupal Bhansali
• Great Funds, Low Carbon
• The Fruits of ESG
• How to Fail
• Profiting From Investment Regret
• Making Sense of the Qualified Business Income Deduction
• Long Live Value Investing

ETFs

• This Dividend ETF Keeps Risk in Check
• Why Diversification Beats Conviction
• Why 'Truth in Labeling' Matters for Exchange-Traded Products

Funds

• Have Investors Stopped Chasing Returns?
• Why We're Not Completely Sold on This 5-Star Bond Fund
• Intermediate-Term Bond Managers Pull Ahead

Fiduciary Focus

• The SEC Should Try Enforcing the Investment Advisers Act of 1940
• An SEC Commissioner's Misfires
• An Improvement on Regulation Best Interest
• The Case for Dollar-Cost Averaging

Practice Builder

• A Checklist for Developing a NextGen Offering
• New Tools to Better Serve Generation X and Y Clients
• How Advisors Can Help Preservers and Followers Succeed
• Changes to the Kiddie Tax May Benefit High-Income Parents
• Why You Need Client Technology Ratings

Retirement Planning

• Natalie Choate: Effectively Taking Early IRA Distributions Without Penalty
• Natalie Choate: Managing a Year-of-Death RMD in an Inherited IRA
• Natalie Choate: Thorny Issues When Leaving IRA to Trust for Young Children
• Natalie Choate: How to Deal with Improper Roth Contributions

Article Library

• Advisor Insights