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ETFSFORATRUMP WHYFIGHTINGTHEDOLRULE HELPYOURCLIENTSCUT
PRESIDENCY p. 9 IS BAD FOR BUSINESS p. 18 COLLEGE COSTS p. 14
January 2017
The Future of Wealth Management
What will the advisory industry look like in the year 2037?
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ETFSFORATRUMP WHYFIGHTINGTHEDOLRULE
Derailed- ophobia: Your clients' fear their
OVERALL MORNINGSTAR RATINGSTM AS OF OCTOBER 31, 2
CONTENTS January 2017 5 20 18 23 12 CO
Editor-in-Chief DAVID ARMSTRONG david.arm
EDITOR'S LETTER Is There a Future H
PRACTICE MANAGEMENT Is This Firm the Right One?
PRACTICE MANAGEMENT My Life As
PRACTICE MANAGEMENT Photo: Jered Haag I retired
SALESFORCE FINANCIAL SERVICES CLOUD Salesfo
INVESTMENT ETFs for Higher Rates and Infation T
INVESTMENT / ETFs for Higher Rates and Inflation
INVESTMENT / ETFs for Higher Rates and Inflation
INVESTMENT The Art of Rebalancing SUCCE
INVESTMENT 81 percent weighting in stocks
WEALTH PLANNING 10 Ways to Cut the Cost of Colle
WEALTH PLANNING 3. Look for extra sch
WEALTH PLANNING Using Retirement Money t
WEALTH PLANNING Last but not least,
WEALTH PLANNING Fighting the DOL Rule Is
WEALTH PLANNING through a straightforward
WEALTH PLANNING Inheritance Taxes Return
WEALTH PLANNING a U.S. domiciliary (or a
WEALTH PLANNING / Inheritance Taxes Return to U.S
RESEARCH Advisors Warming to Technology
RESEARCH / Advisors Warming to Technology
FIDELITY CLEARING & CUSTODY SOLUTIONS Powering tr
RESEARCH / Advisors Warming to Technology
RESEARCH / Advisors Warming to Technology
RESEARCH / Advisors Warming to Technology
TECHNOLOGY Richard Archer,
“The client was sitting there going, `Hey I
TECHNOLOGY Beyond Robos AUTOMATED ASSET ALLOCA
investment themes they would be most likely to pu
TECHNOLOGY Wealth Management in 2037 WE ASKE
The Future Client Experience THE FUTURE ADVISOR W
TECHNOLOGY A Golden Age of Retirement WITH GO
TECHNOLOGY Siri's a Better Ofice Assistant Th
The Puzzler BY JOHN KADOR The Ultimate Logic
Fiborg. The balance of technology automation and
Resource Center Mobile, Web, Print and Soc
SECURITIES LAW IS ONLY INTIMIDATING WITHOUT
2/' /,)( 0$*$=,1(6 /,)( 0$*$=,1( ,668(6 )520 1936
Year-End Trends and Outlook Powered by Penton®
EDITOR'S LETTER Year-End Trends
YEAR-END TRENDS AND OUTLOOK North Americ
YEAR-END TRENDS AND OUTLOOK The Importan
Data Excellence. Powerful Integration. Award-winn
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YEAR-END TRENDS AND OUTLOOK The Riski
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YEAR-END TRENDS AND OUTLOOK Outlook 2017
Never taken over, bought or sold. Yet we continue
YEAR-END TRENDS AND OUTLOOK Truth Ver
YEAR-END TRENDS AND OUTLOOK Will Markets an
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YEAR-END TRENDS AND OUTLOOK Positioning
YEAR-END TRENDS AND OUTLOOK A Bridge
Risks on the Horizon By Brian Smedley GUGGENHEIM
YEAR-END TRENDS AND OUTLOOK 7 Keys to Ef
Elite Advisors. Outpacing the Industry. Create
YEAR-END TRENDS AND OUTLOOK Cannabis Market
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How to order WealthManagement Reprints WealthMan
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Once (and for all) Register just once at Wealth
YEAR-END TRENDS AND OUTLOOK Global Marke
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YEAR-END TRENDS AND OUTLOOK Trumpflat
YEAR-END TRENDS AND OUTLOOK With the U.S. E
YEAR-END TRENDS AND OUTLOOK 2017: The
For an uncertain landscape ~ attentive support,
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YEAR-END TRENDS AND OUTLOOK Don't Ditch
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Securities Service Network has been a leader with
YEAR-END TRENDS AND OUTLOOK Politics and
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YEAR-END TRENDS AND OUTLOOK Perspecti
YEAR-END TRENDS AND OUTLOOK What's in St
YEAR-END TRENDS AND OUTLOOK Rebuilding Amer
YEAR-END TRENDS AND OUTLOOK Welcome t
YEAR-END TRENDS AND OUTLOOK How “Getting
30 YEARS. ONE FOCUS. Build a stronger future for
YEAR-END TRENDS AND OUTLOOK 2016/2017
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products and programs on industry-leading platfor
YEAR-END TRENDS AND OUTLOOK Capitalizing
Outlook 2017: Capitalizing on change Use our in
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