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2018
Midyear Outlook
Editor-in-Chief DAVID ARMSTRONG
david.armstrong@informa.com
Managing Editor DIANA BRITTON
diana.britton@informa.com
Senior Wealth Planning Editor DAVID LENOK
david.lenok@informa.com
Staff Writer MICHAEL THRASHER
michael.thrasher@informa.com
Staff Writer SAMUEL STEINBERGER
samuel.steinberger@informa.com
Content Production Editor MICHAEL SAMUELS
michael.samuels@informa.com
Alternative Investments Editor BRAD ZIGLER
brad_zigler@sbcglobal.net
Contributing Writers
DEBBIE CARLSON, MINDY DIAMOND,
ANNE FIELD, JOHN KADOR, KEVIN MCKINLEY,
MARK MILLER, MATT OECHSLI,
LYNN O'SHAUGHNESSY, JOHN WASIK, DAN WEIL
Group Design Director KATHY MCGILVERY
kathy.mcgilvery@informa.com
Group Art Director SEAN BARROW
sean.barrow@informa.com
Project Manag
2018 Midyear Outlook
Editor-in-Chief DAVID ARMSTRONG david.armstrong@i
53. Nuveen From Counting Up to Counting Down 54.
MIDYEAR OUTLOOK A Mid-Year Review
MIDYEAR OUTLOOK Skyrocketing Demand to Recrui
MIDYEAR OUTLOOK Mergers and Acquisitions:
REPUTATION. RELATIONSHIPS. RESOURCES. Adviso i
MIDYEAR OUTLOOK Risks and Opportunities Lo
MIDYEAR OUTLOOK Helping Clients Balance Risk
MIDYEAR OUTLOOK Risk of the Present: Why C
WMCP® A NEW DESIGNATION IN PERSONAL INVESTMENT
MIDYEAR OUTLOOK Post-Modern Portfolio T
MIDYEAR OUTLOOK Top Digital Onboarding Tre
MIDYEAR OUTLOOK Fintech Drives Private Alt
MIDYEAR OUTLOOK Interest-Rate Hikes Unders
MIDYEAR OUTLOOK Six Months on from Tax Reform
MIDYEAR OUTLOOK Protectionists Hide in You
MIDYEAR OUTLOOK Key Cybersecurity Trends and
MIDYEAR OUTLOOK 5 Big Risks Attract Attent
MIDYEAR OUTLOOK Positioning Your Fixed Inc
MIDYEAR OUTLOOK Combatting Human Fallibili
MIDYEAR OUTLOOK A Rising Interest Rate Enviro
MIDYEAR OUTLOOK Inflation in Plain Sigh
MIDYEAR OUTLOOK The Changing Nature of the Di
MIDYEAR OUTLOOK Diversifying Factor Exposures
MIDYEAR OUTLOOK The Digital Future of t
MIDYEAR OUTLOOK Information Asymmetry in Weal
MIDYEAR OUTLOOK Increase Operational Eficienc
Shifing Sands By Foresters Investment Manageme
MIDYEAR OUTLOOK Advisors Should Take a Pag
Regain flexibility with one% simplified platform.
MIDYEAR OUTLOOK When Fiscal and Monetary P
Built for Better Decision Making Guggenheim Inve
MIDYEAR OUTLOOK 5 Reasons to Watch Out for
MIDYEAR OUTLOOK Five Expectations for Mark
MIDYEAR OUTLOOK Having Your Cake and Eatin
MIDYEAR OUTLOOK Finding Opportunities in a
MIDYEAR OUTLOOK Winners and Losers in the RIA
MIDYEAR OUTLOOK Focus on What You Can Control
MIDYEAR OUTLOOK A Balance of Industries: Real
MIDYEAR OUTLOOK In a World of Rising Volat
MIDYEAR OUTLOOK Time Travel for Retirem
MIDYEAR OUTLOOK Economic Momentum Continue
MIDYEAR OUTLOOK How Breaking Down Barriers to A
Get Alt Smart Ready to talk about alternatives?
MIDYEAR OUTLOOK Beware, AI Is Coming to Re
MIDYEAR OUTLOOK 5 Ways Technology Powers H
MIDYEAR OUTLOOK Fee Compression, Fin Tech and
A lot of thought went into this No Brainer. Nat
MIDYEAR OUTLOOK The Case for Bank Loans Re
MIDYEAR OUTLOOK Sidestepping the Next Cred
MIDYEAR OUTLOOK The Next Level—Taking Adva
THAT ALL-INCLUSIVE RESORT FEELING, NOW AVAILABLE
MIDYEAR OUTLOOK Mastering Householding to Inc
MIDYEAR OUTLOOK From Counting Up to Counti
MIDYEAR OUTLOOK The Next Industry Revolution:
Advisory firms are facing increasing pressures to
MIDYEAR OUTLOOK Perspectives PACI
MIDYEAR OUTLOOK Walking on Sunshine or Egg Sh
MIDYEAR OUTLOOK Alternative Assets are Going
Stand out from the crowd! Help clients who wa
MIDYEAR OUTLOOK Key Takeaways From PIMCO's Se
MIDYEAR OUTLOOK Stronger Together: The Era
MIDYEAR OUTLOOK Does Value Investing St
MIDYEAR OUTLOOK What Are You Serving?
MIDYEAR OUTLOOK Midyear Outlook: Following Ta
MIDYEAR OUTLOOK Efectively Protecting Exqu
MIDYEAR OUTLOOK 2018 Mid-year Economic
MIDYEAR OUTLOOK Where Have all The Good Ti
MIDYEAR OUTLOOK 3 Ways to Improve Advisor/
MIDYEAR OUTLOOK U.S. Market Outlook: Rhyth
MIDYEAR OUTLOOK Rising Rates Can Be a Nightma
A LEADER IN ALTERNATIVE INVESTMENT SOLUTIONS.
MIDYEAR OUTLOOK Have Your Cake and Eat it Too
MIDYEAR OUTLOOK Are You Prepared to Guide Cli
MIDYEAR OUTLOOK Strategies for Engaging Mille
Helping Educators Make Better Retirement Decision
MIDYEAR OUTLOOK Marketing to Women—Take an
MIDYEAR OUTLOOK Is it Time to Shif From Funds
MIDYEAR OUTLOOK Emerging Opportunities for
MIDYEAR OUTLOOK The Key to Solving the Seven
MIDYEAR OUTLOOK The Client Experience
MIDYEAR OUTLOOK 2018 Survey: Technology In
MIDYEAR OUTLOOK Private Equity: Can the Cu
A bright idea in alternatives Seeking private equ
MIDYEAR OUTLOOK How Much Gas is Lef in
MIDYEAR OUTLOOK Breadth-taking Views of th
MIDYEAR OUTLOOK Turbulent Skies Ahead for
MIDYEAR OUTLOOK Finding Your Niche… Hint..
ONE FOCUS You didn't start your own busines
MIDYEAR OUTLOOK It's Not a Fee Conversatio
MIDYEAR OUTLOOK Is your Insurance Agency Rela
MIDYEAR OUTLOOK Selecting a Risk Tolerance
MIDYEAR OUTLOOK Trade Threats Don't Sink B
MIDYEAR OUTLOOK Mid-Year Outlook on Commod
No K-1 Dynamic Commodities
MIDYEAR OUTLOOK The Evolution of the Finan
It's time to grow Make the move that m
MIDYEAR OUTLOOK Policy and Growth: Diverge
97% of our fixed income assets outperformed their
MIDYEAR OUTLOOK 5 Strengths RIAs Need to G
MIDYEAR OUTLOOK Lock Down Firm Value for t
MIDYEAR OUTLOOK Expand, Adjust, and Ada
Insights for Investing in a Late-Cycle Expansion
MIDYEAR OUTLOOK The Sustainability Edge in
MIDYEAR OUTLOOK The Impact of Tax Reform o
MIDYEAR OUTLOOK Don't Climb a Wall of W
COLLABORATION builds better solutions for your c
MIDYEAR OUTLOOK Mid-year Outlook 2018 Glob
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