<br />
2018<br />
Midyear Outlook<br />
Editor-in-Chief DAVID ARMSTRONG<br />
david.armstrong@informa.com<br />
Managing Editor DIANA BRITTON<br />
diana.britton@informa.com<br />
Senior Wealth Planning Editor DAVID LENOK<br />
david.lenok@informa.com<br />
Staff Writer MICHAEL THRASHER<br />
michael.thrasher@informa.com<br />
Staff Writer SAMUEL STEINBERGER<br />
samuel.steinberger@informa.com<br />
Content Production Editor MICHAEL SAMUELS<br />
michael.samuels@informa.com<br />
Alternative Investments Editor BRAD ZIGLER<br />
brad_zigler@sbcglobal.net<br />
Contributing Writers<br />
DEBBIE CARLSON, MINDY DIAMOND,<br />
ANNE FIELD, JOHN KADOR, KEVIN MCKINLEY,<br />
MARK MILLER, MATT OECHSLI,<br />
LYNN O'SHAUGHNESSY, JOHN WASIK, DAN WEIL<br />
Group Design Director KATHY MCGILVERY<br />
kathy.mcgilvery@informa.com<br />
Group Art Director SEAN BARROW<br />
sean.barrow@informa.com<br />
Project Manag<a title="2018 Midyear Outlook page 1" href="https://secure.viewer.zmags.com/publication/c50083b9?page=1"> 2018 Midyear Outlook</a>
<a title="2018 Midyear Outlook page 2" href="https://secure.viewer.zmags.com/publication/c50083b9?page=2"> Editor-in-Chief DAVID ARMSTRONG david.armstrong@i</a>
<a title="2018 Midyear Outlook page 3" href="https://secure.viewer.zmags.com/publication/c50083b9?page=3"> 53. Nuveen From Counting Up to Counting Down 54. </a>
<a title="2018 Midyear Outlook page 4" href="https://secure.viewer.zmags.com/publication/c50083b9?page=4"> MIDYEAR OUTLOOK A Mid-Year Review </a>
<a title="2018 Midyear Outlook page 5" href="https://secure.viewer.zmags.com/publication/c50083b9?page=5"> MIDYEAR OUTLOOK Skyrocketing Demand to Recrui</a>
<a title="2018 Midyear Outlook page 6" href="https://secure.viewer.zmags.com/publication/c50083b9?page=6"> MIDYEAR OUTLOOK Mergers and Acquisitions: </a>
<a title="2018 Midyear Outlook page 7" href="https://secure.viewer.zmags.com/publication/c50083b9?page=7"> REPUTATION. RELATIONSHIPS. RESOURCES. Adviso i</a>
<a title="2018 Midyear Outlook page 8" href="https://secure.viewer.zmags.com/publication/c50083b9?page=8"> MIDYEAR OUTLOOK Risks and Opportunities Lo</a>
<a title="2018 Midyear Outlook page 9" href="https://secure.viewer.zmags.com/publication/c50083b9?page=9"> MIDYEAR OUTLOOK Helping Clients Balance Risk </a>
<a title="2018 Midyear Outlook page 10" href="https://secure.viewer.zmags.com/publication/c50083b9?page=10"> MIDYEAR OUTLOOK Risk of the Present: Why C</a>
<a title="2018 Midyear Outlook page 11" href="https://secure.viewer.zmags.com/publication/c50083b9?page=11"> WMCP® A NEW DESIGNATION IN PERSONAL INVESTMENT </a>
<a title="2018 Midyear Outlook page 12" href="https://secure.viewer.zmags.com/publication/c50083b9?page=12"> MIDYEAR OUTLOOK Post-Modern Portfolio T</a>
<a title="2018 Midyear Outlook page 13" href="https://secure.viewer.zmags.com/publication/c50083b9?page=13"> MIDYEAR OUTLOOK Top Digital Onboarding Tre</a>
<a title="2018 Midyear Outlook page 14" href="https://secure.viewer.zmags.com/publication/c50083b9?page=14"> MIDYEAR OUTLOOK Fintech Drives Private Alt</a>
<a title="2018 Midyear Outlook page 15" href="https://secure.viewer.zmags.com/publication/c50083b9?page=15"> MIDYEAR OUTLOOK Interest-Rate Hikes Unders</a>
<a title="2018 Midyear Outlook page 16" href="https://secure.viewer.zmags.com/publication/c50083b9?page=16"> MIDYEAR OUTLOOK Six Months on from Tax Reform</a>
<a title="2018 Midyear Outlook page 17" href="https://secure.viewer.zmags.com/publication/c50083b9?page=17"> MIDYEAR OUTLOOK Protectionists Hide in You</a>
<a title="2018 Midyear Outlook page 18" href="https://secure.viewer.zmags.com/publication/c50083b9?page=18"> MIDYEAR OUTLOOK Key Cybersecurity Trends and </a>
<a title="2018 Midyear Outlook page 19" href="https://secure.viewer.zmags.com/publication/c50083b9?page=19"> MIDYEAR OUTLOOK 5 Big Risks Attract Attent</a>
<a title="2018 Midyear Outlook page 20" href="https://secure.viewer.zmags.com/publication/c50083b9?page=20"> MIDYEAR OUTLOOK Positioning Your Fixed Inc</a>
<a title="2018 Midyear Outlook page 21" href="https://secure.viewer.zmags.com/publication/c50083b9?page=21"> MIDYEAR OUTLOOK Combatting Human Fallibili</a>
<a title="2018 Midyear Outlook page 22" href="https://secure.viewer.zmags.com/publication/c50083b9?page=22"> MIDYEAR OUTLOOK A Rising Interest Rate Enviro</a>
<a title="2018 Midyear Outlook page 23" href="https://secure.viewer.zmags.com/publication/c50083b9?page=23"> MIDYEAR OUTLOOK Inflation in Plain Sigh</a>
<a title="2018 Midyear Outlook page 24" href="https://secure.viewer.zmags.com/publication/c50083b9?page=24"> MIDYEAR OUTLOOK The Changing Nature of the Di</a>
<a title="2018 Midyear Outlook page 25" href="https://secure.viewer.zmags.com/publication/c50083b9?page=25"> MIDYEAR OUTLOOK Diversifying Factor Exposures</a>
<a title="2018 Midyear Outlook page 26" href="https://secure.viewer.zmags.com/publication/c50083b9?page=26"> MIDYEAR OUTLOOK The Digital Future of t</a>
<a title="2018 Midyear Outlook page 27" href="https://secure.viewer.zmags.com/publication/c50083b9?page=27"> MIDYEAR OUTLOOK Information Asymmetry in Weal</a>
<a title="2018 Midyear Outlook page 28" href="https://secure.viewer.zmags.com/publication/c50083b9?page=28"> MIDYEAR OUTLOOK Increase Operational Eficienc</a>
<a title="2018 Midyear Outlook page 29" href="https://secure.viewer.zmags.com/publication/c50083b9?page=29"> Shifing Sands By Foresters Investment Manageme</a>
<a title="2018 Midyear Outlook page 30" href="https://secure.viewer.zmags.com/publication/c50083b9?page=30"> MIDYEAR OUTLOOK Advisors Should Take a Pag</a>
<a title="2018 Midyear Outlook page 31" href="https://secure.viewer.zmags.com/publication/c50083b9?page=31"> Regain flexibility with one% simplified platform.</a>
<a title="2018 Midyear Outlook page 32" href="https://secure.viewer.zmags.com/publication/c50083b9?page=32"> MIDYEAR OUTLOOK When Fiscal and Monetary P</a>
<a title="2018 Midyear Outlook page 33" href="https://secure.viewer.zmags.com/publication/c50083b9?page=33"> Built for Better Decision Making Guggenheim Inve</a>
<a title="2018 Midyear Outlook page 34" href="https://secure.viewer.zmags.com/publication/c50083b9?page=34"> MIDYEAR OUTLOOK 5 Reasons to Watch Out for</a>
<a title="2018 Midyear Outlook page 35" href="https://secure.viewer.zmags.com/publication/c50083b9?page=35"> MIDYEAR OUTLOOK Five Expectations for Mark</a>
<a title="2018 Midyear Outlook page 36" href="https://secure.viewer.zmags.com/publication/c50083b9?page=36"> MIDYEAR OUTLOOK Having Your Cake and Eatin</a>
<a title="2018 Midyear Outlook page 37" href="https://secure.viewer.zmags.com/publication/c50083b9?page=37"> MIDYEAR OUTLOOK Finding Opportunities in a</a>
<a title="2018 Midyear Outlook page 38" href="https://secure.viewer.zmags.com/publication/c50083b9?page=38"> MIDYEAR OUTLOOK Winners and Losers in the RIA</a>
<a title="2018 Midyear Outlook page 39" href="https://secure.viewer.zmags.com/publication/c50083b9?page=39"> MIDYEAR OUTLOOK Focus on What You Can Control</a>
<a title="2018 Midyear Outlook page 40" href="https://secure.viewer.zmags.com/publication/c50083b9?page=40"> MIDYEAR OUTLOOK A Balance of Industries: Real</a>
<a title="2018 Midyear Outlook page 41" href="https://secure.viewer.zmags.com/publication/c50083b9?page=41"> MIDYEAR OUTLOOK In a World of Rising Volat</a>
<a title="2018 Midyear Outlook page 42" href="https://secure.viewer.zmags.com/publication/c50083b9?page=42"> MIDYEAR OUTLOOK Time Travel for Retirem</a>
<a title="2018 Midyear Outlook page 43" href="https://secure.viewer.zmags.com/publication/c50083b9?page=43"> MIDYEAR OUTLOOK Economic Momentum Continue</a>
<a title="2018 Midyear Outlook page 44" href="https://secure.viewer.zmags.com/publication/c50083b9?page=44"> MIDYEAR OUTLOOK How Breaking Down Barriers to A</a>
<a title="2018 Midyear Outlook page 45" href="https://secure.viewer.zmags.com/publication/c50083b9?page=45"> Get Alt Smart Ready to talk about alternatives? </a>
<a title="2018 Midyear Outlook page 46" href="https://secure.viewer.zmags.com/publication/c50083b9?page=46"> MIDYEAR OUTLOOK Beware, AI Is Coming to Re</a>
<a title="2018 Midyear Outlook page 47" href="https://secure.viewer.zmags.com/publication/c50083b9?page=47"> MIDYEAR OUTLOOK 5 Ways Technology Powers H</a>
<a title="2018 Midyear Outlook page 48" href="https://secure.viewer.zmags.com/publication/c50083b9?page=48"> MIDYEAR OUTLOOK Fee Compression, Fin Tech and</a>
<a title="2018 Midyear Outlook page 49" href="https://secure.viewer.zmags.com/publication/c50083b9?page=49"> A lot of thought went into this No Brainer. Nat</a>
<a title="2018 Midyear Outlook page 50" href="https://secure.viewer.zmags.com/publication/c50083b9?page=50"> MIDYEAR OUTLOOK The Case for Bank Loans Re</a>
<a title="2018 Midyear Outlook page 51" href="https://secure.viewer.zmags.com/publication/c50083b9?page=51"> MIDYEAR OUTLOOK Sidestepping the Next Cred</a>
<a title="2018 Midyear Outlook page 52" href="https://secure.viewer.zmags.com/publication/c50083b9?page=52"> MIDYEAR OUTLOOK The Next Level—Taking Adva</a>
<a title="2018 Midyear Outlook page 53" href="https://secure.viewer.zmags.com/publication/c50083b9?page=53"> THAT ALL-INCLUSIVE RESORT FEELING, NOW AVAILABLE </a>
<a title="2018 Midyear Outlook page 54" href="https://secure.viewer.zmags.com/publication/c50083b9?page=54"> MIDYEAR OUTLOOK Mastering Householding to Inc</a>
<a title="2018 Midyear Outlook page 55" href="https://secure.viewer.zmags.com/publication/c50083b9?page=55"> MIDYEAR OUTLOOK From Counting Up to Counti</a>
<a title="2018 Midyear Outlook page 56" href="https://secure.viewer.zmags.com/publication/c50083b9?page=56"> MIDYEAR OUTLOOK The Next Industry Revolution:</a>
<a title="2018 Midyear Outlook page 57" href="https://secure.viewer.zmags.com/publication/c50083b9?page=57"> Advisory firms are facing increasing pressures to </a>
<a title="2018 Midyear Outlook page 58" href="https://secure.viewer.zmags.com/publication/c50083b9?page=58"> MIDYEAR OUTLOOK Perspectives PACI</a>
<a title="2018 Midyear Outlook page 59" href="https://secure.viewer.zmags.com/publication/c50083b9?page=59"> MIDYEAR OUTLOOK Walking on Sunshine or Egg Sh</a>
<a title="2018 Midyear Outlook page 60" href="https://secure.viewer.zmags.com/publication/c50083b9?page=60"> MIDYEAR OUTLOOK Alternative Assets are Going </a>
<a title="2018 Midyear Outlook page 61" href="https://secure.viewer.zmags.com/publication/c50083b9?page=61"> Stand out from the crowd! Help clients who wa</a>
<a title="2018 Midyear Outlook page 62" href="https://secure.viewer.zmags.com/publication/c50083b9?page=62"> MIDYEAR OUTLOOK Key Takeaways From PIMCO's Se</a>
<a title="2018 Midyear Outlook page 63" href="https://secure.viewer.zmags.com/publication/c50083b9?page=63"> MIDYEAR OUTLOOK Stronger Together: The Era</a>
<a title="2018 Midyear Outlook page 64" href="https://secure.viewer.zmags.com/publication/c50083b9?page=64"> MIDYEAR OUTLOOK Does Value Investing St</a>
<a title="2018 Midyear Outlook page 65" href="https://secure.viewer.zmags.com/publication/c50083b9?page=65"> MIDYEAR OUTLOOK What Are You Serving? </a>
<a title="2018 Midyear Outlook page 66" href="https://secure.viewer.zmags.com/publication/c50083b9?page=66"> MIDYEAR OUTLOOK Midyear Outlook: Following Ta</a>
<a title="2018 Midyear Outlook page 67" href="https://secure.viewer.zmags.com/publication/c50083b9?page=67"> MIDYEAR OUTLOOK Efectively Protecting Exqu</a>
<a title="2018 Midyear Outlook page 68" href="https://secure.viewer.zmags.com/publication/c50083b9?page=68"> MIDYEAR OUTLOOK 2018 Mid-year Economic </a>
<a title="2018 Midyear Outlook page 69" href="https://secure.viewer.zmags.com/publication/c50083b9?page=69"> MIDYEAR OUTLOOK Where Have all The Good Ti</a>
<a title="2018 Midyear Outlook page 70" href="https://secure.viewer.zmags.com/publication/c50083b9?page=70"> MIDYEAR OUTLOOK 3 Ways to Improve Advisor/</a>
<a title="2018 Midyear Outlook page 71" href="https://secure.viewer.zmags.com/publication/c50083b9?page=71"> MIDYEAR OUTLOOK U.S. Market Outlook: Rhyth</a>
<a title="2018 Midyear Outlook page 72" href="https://secure.viewer.zmags.com/publication/c50083b9?page=72"> MIDYEAR OUTLOOK Rising Rates Can Be a Nightma</a>
<a title="2018 Midyear Outlook page 73" href="https://secure.viewer.zmags.com/publication/c50083b9?page=73"> A LEADER IN ALTERNATIVE INVESTMENT SOLUTIONS. </a>
<a title="2018 Midyear Outlook page 74" href="https://secure.viewer.zmags.com/publication/c50083b9?page=74"> MIDYEAR OUTLOOK Have Your Cake and Eat it Too</a>
<a title="2018 Midyear Outlook page 75" href="https://secure.viewer.zmags.com/publication/c50083b9?page=75"> MIDYEAR OUTLOOK Are You Prepared to Guide Cli</a>
<a title="2018 Midyear Outlook page 76" href="https://secure.viewer.zmags.com/publication/c50083b9?page=76"> MIDYEAR OUTLOOK Strategies for Engaging Mille</a>
<a title="2018 Midyear Outlook page 77" href="https://secure.viewer.zmags.com/publication/c50083b9?page=77"> Helping Educators Make Better Retirement Decision</a>
<a title="2018 Midyear Outlook page 78" href="https://secure.viewer.zmags.com/publication/c50083b9?page=78"> MIDYEAR OUTLOOK Marketing to Women—Take an</a>
<a title="2018 Midyear Outlook page 79" href="https://secure.viewer.zmags.com/publication/c50083b9?page=79"> MIDYEAR OUTLOOK Is it Time to Shif From Funds</a>
<a title="2018 Midyear Outlook page 80" href="https://secure.viewer.zmags.com/publication/c50083b9?page=80"> MIDYEAR OUTLOOK Emerging Opportunities for</a>
<a title="2018 Midyear Outlook page 81" href="https://secure.viewer.zmags.com/publication/c50083b9?page=81"> MIDYEAR OUTLOOK The Key to Solving the Seven </a>
<a title="2018 Midyear Outlook page 82" href="https://secure.viewer.zmags.com/publication/c50083b9?page=82"> MIDYEAR OUTLOOK The Client Experience </a>
<a title="2018 Midyear Outlook page 83" href="https://secure.viewer.zmags.com/publication/c50083b9?page=83"> MIDYEAR OUTLOOK 2018 Survey: Technology In</a>
<a title="2018 Midyear Outlook page 84" href="https://secure.viewer.zmags.com/publication/c50083b9?page=84"> MIDYEAR OUTLOOK Private Equity: Can the Cu</a>
<a title="2018 Midyear Outlook page 85" href="https://secure.viewer.zmags.com/publication/c50083b9?page=85"> A bright idea in alternatives Seeking private equ</a>
<a title="2018 Midyear Outlook page 86" href="https://secure.viewer.zmags.com/publication/c50083b9?page=86"> MIDYEAR OUTLOOK How Much Gas is Lef in </a>
<a title="2018 Midyear Outlook page 87" href="https://secure.viewer.zmags.com/publication/c50083b9?page=87"> MIDYEAR OUTLOOK Breadth-taking Views of th</a>
<a title="2018 Midyear Outlook page 88" href="https://secure.viewer.zmags.com/publication/c50083b9?page=88"> MIDYEAR OUTLOOK Turbulent Skies Ahead for </a>
<a title="2018 Midyear Outlook page 89" href="https://secure.viewer.zmags.com/publication/c50083b9?page=89"> </a>
<a title="2018 Midyear Outlook page 90" href="https://secure.viewer.zmags.com/publication/c50083b9?page=90"> MIDYEAR OUTLOOK Finding Your Niche… Hint..</a>
<a title="2018 Midyear Outlook page 91" href="https://secure.viewer.zmags.com/publication/c50083b9?page=91"> ONE FOCUS You didn't start your own busines</a>
<a title="2018 Midyear Outlook page 92" href="https://secure.viewer.zmags.com/publication/c50083b9?page=92"> MIDYEAR OUTLOOK It's Not a Fee Conversatio</a>
<a title="2018 Midyear Outlook page 93" href="https://secure.viewer.zmags.com/publication/c50083b9?page=93"> MIDYEAR OUTLOOK Is your Insurance Agency Rela</a>
<a title="2018 Midyear Outlook page 94" href="https://secure.viewer.zmags.com/publication/c50083b9?page=94"> MIDYEAR OUTLOOK Selecting a Risk Tolerance</a>
<a title="2018 Midyear Outlook page 95" href="https://secure.viewer.zmags.com/publication/c50083b9?page=95"> MIDYEAR OUTLOOK Trade Threats Don't Sink B</a>
<a title="2018 Midyear Outlook page 96" href="https://secure.viewer.zmags.com/publication/c50083b9?page=96"> MIDYEAR OUTLOOK Mid-Year Outlook on Commod</a>
<a title="2018 Midyear Outlook page 97" href="https://secure.viewer.zmags.com/publication/c50083b9?page=97"> No K-1 Dynamic Commodities </a>
<a title="2018 Midyear Outlook page 98" href="https://secure.viewer.zmags.com/publication/c50083b9?page=98"> MIDYEAR OUTLOOK The Evolution of the Finan</a>
<a title="2018 Midyear Outlook page 99" href="https://secure.viewer.zmags.com/publication/c50083b9?page=99"> It's time to grow Make the move that m</a>
<a title="2018 Midyear Outlook page 100" href="https://secure.viewer.zmags.com/publication/c50083b9?page=100"> MIDYEAR OUTLOOK Policy and Growth: Diverge</a>
<a title="2018 Midyear Outlook page 101" href="https://secure.viewer.zmags.com/publication/c50083b9?page=101"> 97% of our fixed income assets outperformed their </a>
<a title="2018 Midyear Outlook page 102" href="https://secure.viewer.zmags.com/publication/c50083b9?page=102"> MIDYEAR OUTLOOK 5 Strengths RIAs Need to G</a>
<a title="2018 Midyear Outlook page 103" href="https://secure.viewer.zmags.com/publication/c50083b9?page=103"> MIDYEAR OUTLOOK Lock Down Firm Value for t</a>
<a title="2018 Midyear Outlook page 104" href="https://secure.viewer.zmags.com/publication/c50083b9?page=104"> MIDYEAR OUTLOOK Expand, Adjust, and Ada</a>
<a title="2018 Midyear Outlook page 105" href="https://secure.viewer.zmags.com/publication/c50083b9?page=105"> Insights for Investing in a Late-Cycle Expansion </a>
<a title="2018 Midyear Outlook page 106" href="https://secure.viewer.zmags.com/publication/c50083b9?page=106"> MIDYEAR OUTLOOK The Sustainability Edge in </a>
<a title="2018 Midyear Outlook page 107" href="https://secure.viewer.zmags.com/publication/c50083b9?page=107"> MIDYEAR OUTLOOK The Impact of Tax Reform o</a>
<a title="2018 Midyear Outlook page 108" href="https://secure.viewer.zmags.com/publication/c50083b9?page=108"> MIDYEAR OUTLOOK Don't Climb a Wall of W</a>
<a title="2018 Midyear Outlook page 109" href="https://secure.viewer.zmags.com/publication/c50083b9?page=109"> COLLABORATION builds better solutions for your c</a>
<a title="2018 Midyear Outlook page 110" href="https://secure.viewer.zmags.com/publication/c50083b9?page=110"> MIDYEAR OUTLOOK Mid-year Outlook 2018 Glob</a>
<a title="2018 Midyear Outlook page 111" href="https://secure.viewer.zmags.com/publication/c50083b9?page=111"> LOOKING FOR A NEW BROKER-DEALER? Don't pass up #1</a>
<a title="2018 Midyear Outlook page 112" href="https://secure.viewer.zmags.com/publication/c50083b9?page=112"> CONNECTING GENERATIONS Since 1969, PBS has</a>