<br />
July/August 2017<br />
SRI FUNDS GET A<br />
TRUMP BUMP<br />
p. 32<br />
VANGUARD’S HEAD<br />
QUANT JOHN AMERIKS<br />
p. 34<br />
THE NYU EFFECT<br />
p. 40<br />
Financial<br />
Advisors and<br />
Cannabis<br />
A $50 billion industry<br />
is born – should your<br />
clients invest now?<br />
Managed by the portfolio team at<br />
John Hancock Asset Management<br />
Emory W. (Sandy) Sanders, Jr., CFA<br />
Jonathan White, CFA<br />
Targeting top<br />
companies at<br />
deep discounts<br />
The difference between a great company and a great investment<br />
is what you pay for it. That's why this fund's portfolio team focuses<br />
on a short list of the world's best-run businesses but only invests<br />
when a stock is selling at a steep discount. The result is a portfolio<br />
with above-average earnings growth and below-average valuation.<br <a title="July/August 2017 page 1" href="https://secure.viewer.zmags.com/publication/4b41e028?page=1"> July/August 2017 SRI FUNDS GET A TRUMP BU</a>
<a title="July/August 2017 page 2" href="https://secure.viewer.zmags.com/publication/4b41e028?page=2"> Managed by the portfolio team at John Hancock Ass</a>
<a title="July/August 2017 page 3" href="https://secure.viewer.zmags.com/publication/4b41e028?page=3"> Editor-in-Chief DAVID ARMSTRONG david.armstrong@p</a>
<a title="July/August 2017 page 4" href="https://secure.viewer.zmags.com/publication/4b41e028?page=4"> CONTENTS July/August 2017 56 14 18 PRACTICE</a>
<a title="July/August 2017 page 5" href="https://secure.viewer.zmags.com/publication/4b41e028?page=5"> Allianz Life Insurance Company of North America </a>
<a title="July/August 2017 page 6" href="https://secure.viewer.zmags.com/publication/4b41e028?page=6"> EDITOR'S LETTER Can Passive Owners Be Active </a>
<a title="July/August 2017 page 7" href="https://secure.viewer.zmags.com/publication/4b41e028?page=7"> REPORTS From the Front Other States Consid</a>
<a title="July/August 2017 page 8" href="https://secure.viewer.zmags.com/publication/4b41e028?page=8"> REPORTS BLOTTER To the Slammer Tim Duncan's f</a>
<a title="July/August 2017 page 9" href="https://secure.viewer.zmags.com/publication/4b41e028?page=9"> Are you missing out on a fixed income leader? The</a>
<a title="July/August 2017 page 10" href="https://secure.viewer.zmags.com/publication/4b41e028?page=10"> REPORTS COMINGS & GOINGS Victor Fetter has l</a>
<a title="July/August 2017 page 11" href="https://secure.viewer.zmags.com/publication/4b41e028?page=11"> PRACTICE MANAGEMENT Which Path to Independence I</a>
<a title="July/August 2017 page 12" href="https://secure.viewer.zmags.com/publication/4b41e028?page=12"> WHAT DO YOUR CLIENTS WANT MOST FOR THEIR LEGACY?</a>
<a title="July/August 2017 page 13" href="https://secure.viewer.zmags.com/publication/4b41e028?page=13"> TO KNOW THAT EVERYTHING THEY'VE BUILT WILL GROW E</a>
<a title="July/August 2017 page 14" href="https://secure.viewer.zmags.com/publication/4b41e028?page=14"> PRACTICE MANAGEMENT / Path to Independence The m</a>
<a title="July/August 2017 page 15" href="https://secure.viewer.zmags.com/publication/4b41e028?page=15"> PRACTICE MANAGEMENT Five Things Top Team</a>
<a title="July/August 2017 page 16" href="https://secure.viewer.zmags.com/publication/4b41e028?page=16"> PRACTICE MANAGEMENT When Meaning Drives </a>
<a title="July/August 2017 page 17" href="https://secure.viewer.zmags.com/publication/4b41e028?page=17"> PRACTICE MANAGEMENT sentiments can cause </a>
<a title="July/August 2017 page 18" href="https://secure.viewer.zmags.com/publication/4b41e028?page=18"> For your clients' are my investments still on tra</a>
<a title="July/August 2017 page 19" href="https://secure.viewer.zmags.com/publication/4b41e028?page=19"> Overall Morningstar RatingsTM </a>
<a title="July/August 2017 page 20" href="https://secure.viewer.zmags.com/publication/4b41e028?page=20"> PRACTICE MANAGEMENT My Life as a Client </a>
<a title="July/August 2017 page 21" href="https://secure.viewer.zmags.com/publication/4b41e028?page=21"> LOWER FEES1 With a Fee Based Variable Annuity Pa</a>
<a title="July/August 2017 page 22" href="https://secure.viewer.zmags.com/publication/4b41e028?page=22"> PRACTICE MANAGEMENT A Diversity Challeng</a>
<a title="July/August 2017 page 23" href="https://secure.viewer.zmags.com/publication/4b41e028?page=23"> Lost in the fog of regulatory complexity? Le</a>
<a title="July/August 2017 page 24" href="https://secure.viewer.zmags.com/publication/4b41e028?page=24"> PRACTICE MANAGEMENT / A Diversity Challenge </a>
<a title="July/August 2017 page 25" href="https://secure.viewer.zmags.com/publication/4b41e028?page=25"> For your clients' look after my better half side.</a>
<a title="July/August 2017 page 26" href="https://secure.viewer.zmags.com/publication/4b41e028?page=26"> PRACTICE MANAGEMENT </a>
<a title="July/August 2017 page 27" href="https://secure.viewer.zmags.com/publication/4b41e028?page=27"> PRACTICE MANAGEMENT Before launchin</a>
<a title="July/August 2017 page 28" href="https://secure.viewer.zmags.com/publication/4b41e028?page=28"> INVESTMENT Alpha-Winning Stars Of the Bull Marke</a>
<a title="July/August 2017 page 29" href="https://secure.viewer.zmags.com/publication/4b41e028?page=29"> INVESTMENT Table 1 – Percent of Large-</a>
<a title="July/August 2017 page 30" href="https://secure.viewer.zmags.com/publication/4b41e028?page=30"> INVESTMENT / Alpha-Winning Stars of the Bull Mark</a>
<a title="July/August 2017 page 31" href="https://secure.viewer.zmags.com/publication/4b41e028?page=31"> Think Outside Your Core Fixed Income Box Global</a>
<a title="July/August 2017 page 32" href="https://secure.viewer.zmags.com/publication/4b41e028?page=32"> INVESTMENT Quant Investor: The Man Behin</a>
<a title="July/August 2017 page 33" href="https://secure.viewer.zmags.com/publication/4b41e028?page=33"> INVESTMENT Our version takes a lot </a>
<a title="July/August 2017 page 34" href="https://secure.viewer.zmags.com/publication/4b41e028?page=34"> INVESTMENT Is the “Trump Bump” in SRI Su</a>
<a title="July/August 2017 page 35" href="https://secure.viewer.zmags.com/publication/4b41e028?page=35"> or MSCI “score” every company on multiple non- fi</a>
<a title="July/August 2017 page 36" href="https://secure.viewer.zmags.com/publication/4b41e028?page=36"> INVESTMENT Mr. Wonderful: “The Advisory Bus</a>
<a title="July/August 2017 page 37" href="https://secure.viewer.zmags.com/publication/4b41e028?page=37"> INVESTMENT </a>
<a title="July/August 2017 page 38" href="https://secure.viewer.zmags.com/publication/4b41e028?page=38"> Commodities can be smart. 7KH FRVW HffHFWLYH, DGDS</a>
<a title="July/August 2017 page 39" href="https://secure.viewer.zmags.com/publication/4b41e028?page=39"> INVESTMENT / Kevin O'Leary Asia, the O'Sh</a>
<a title="July/August 2017 page 40" href="https://secure.viewer.zmags.com/publication/4b41e028?page=40"> INVESTMENT / Kevin O'Leary “People don't</a>
<a title="July/August 2017 page 41" href="https://secure.viewer.zmags.com/publication/4b41e028?page=41"> Discover insight into what plan sponsors really w</a>
<a title="July/August 2017 page 42" href="https://secure.viewer.zmags.com/publication/4b41e028?page=42"> WEALTH PLANNING The NYU Effect ATTENDING A POPU</a>
<a title="July/August 2017 page 43" href="https://secure.viewer.zmags.com/publication/4b41e028?page=43"> WEALTH PLANNING in part to their loc</a>
<a title="July/August 2017 page 44" href="https://secure.viewer.zmags.com/publication/4b41e028?page=44"> WEALTH PLANNING An Understandable Life I</a>
<a title="July/August 2017 page 45" href="https://secure.viewer.zmags.com/publication/4b41e028?page=45"> WEALTH PLANNING that can be supported lat</a>
<a title="July/August 2017 page 46" href="https://secure.viewer.zmags.com/publication/4b41e028?page=46"> WEALTH PLANNING </a>
<a title="July/August 2017 page 47" href="https://secure.viewer.zmags.com/publication/4b41e028?page=47"> WEALTH PLANNING It's one of the most impo</a>
<a title="July/August 2017 page 48" href="https://secure.viewer.zmags.com/publication/4b41e028?page=48"> WEALTH PLANNING / When Social Security Gets It Wr</a>
<a title="July/August 2017 page 49" href="https://secure.viewer.zmags.com/publication/4b41e028?page=49"> 401(k) Plan Sol utions #hellowork Retirement</a>
<a title="July/August 2017 page 50" href="https://secure.viewer.zmags.com/publication/4b41e028?page=50"> WEALTH PLANNING Giving Clients' Teenager</a>
<a title="July/August 2017 page 51" href="https://secure.viewer.zmags.com/publication/4b41e028?page=51"> Ranked #1 in Overall Satisfaction Ran</a>
<a title="July/August 2017 page 52" href="https://secure.viewer.zmags.com/publication/4b41e028?page=52"> WEALTH PLANNING / Giving Teenagers a Leg Up </a>
<a title="July/August 2017 page 53" href="https://secure.viewer.zmags.com/publication/4b41e028?page=53"> WHERE EVERYONE KNOWS YOUR REP CODE FA-0</a>
<a title="July/August 2017 page 54" href="https://secure.viewer.zmags.com/publication/4b41e028?page=54"> WEALTH PLANNING </a>
<a title="July/August 2017 page 55" href="https://secure.viewer.zmags.com/publication/4b41e028?page=55"> Photo: Chance Yeh/Getty Images You may recognize</a>
<a title="July/August 2017 page 56" href="https://secure.viewer.zmags.com/publication/4b41e028?page=56"> WEALTH PLANNING / “Living below your mean</a>
<a title="July/August 2017 page 57" href="https://secure.viewer.zmags.com/publication/4b41e028?page=57"> WEALTH PLANNING / The Gilmores' Guy perfe</a>
<a title="July/August 2017 page 58" href="https://secure.viewer.zmags.com/publication/4b41e028?page=58"> CANNABIS </a>
<a title="July/August 2017 page 59" href="https://secure.viewer.zmags.com/publication/4b41e028?page=59"> CANNABIS INDUSTRY INVESTORS LOOKING TO TAK</a>
<a title="July/August 2017 page 60" href="https://secure.viewer.zmags.com/publication/4b41e028?page=60"> CANNABIS / An Advisor's Guide to the Industry </a>
<a title="July/August 2017 page 61" href="https://secure.viewer.zmags.com/publication/4b41e028?page=61"> CANNABIS / An Advisor's Guide to the Industry </a>
<a title="July/August 2017 page 62" href="https://secure.viewer.zmags.com/publication/4b41e028?page=62"> The Future of the Advisory Ecosystem October 11, </a>
<a title="July/August 2017 page 63" href="https://secure.viewer.zmags.com/publication/4b41e028?page=63"> CANNABIS / An Advisor's Guide to the Industry </a>
<a title="July/August 2017 page 64" href="https://secure.viewer.zmags.com/publication/4b41e028?page=64"> CANNABIS / An Advisor's Guide to the Industry </a>
<a title="July/August 2017 page 65" href="https://secure.viewer.zmags.com/publication/4b41e028?page=65"> CANNABIS The Risks And Opportunities For</a>
<a title="July/August 2017 page 66" href="https://secure.viewer.zmags.com/publication/4b41e028?page=66"> CANNABIS / The Risks And Opportunities For Adviso</a>
<a title="July/August 2017 page 67" href="https://secure.viewer.zmags.com/publication/4b41e028?page=67"> Resource Center Mobile, Web, Print and </a>
<a title="July/August 2017 page 68" href="https://secure.viewer.zmags.com/publication/4b41e028?page=68"> WEALTH MANAGEMENT 2017 Editorial Calendar A</a>
<a title="July/August 2017 page 69" href="https://secure.viewer.zmags.com/publication/4b41e028?page=69"> Will 2017 be your year? For your f</a>
<a title="July/August 2017 page 70" href="https://secure.viewer.zmags.com/publication/4b41e028?page=70"> ADVERTISER INDEX ADVERTISER </a>
<a title="July/August 2017 page 71" href="https://secure.viewer.zmags.com/publication/4b41e028?page=71"> Numbers don't have dreams, fears or kids to put t</a>
<a title="July/August 2017 page 72" href="https://secure.viewer.zmags.com/publication/4b41e028?page=72"> </a>