If you are visually impaired or blind, you can visit the PDF version by Pressing CONTROL + ALT + 4
You need a JavaScript-enabled browser to view this Publication
Please follow these steps to view the Publication:
Enable JavaScript in your browser
Refresh this page
Best regards
Zmags
A NEW TWIST ON CHARITABLE TONY HAWK ON HOW HIS ADVISORS PICK THEIR
DONATIONS AND IRAS p. 34 ADVISOR ROLLS p. 50 FAVORITE APPS p. 14
July/August 2018
Diversity
Advisors who stand out from the crowd
SHOW YOUR CLIENTS THE POWER OF WEALTH + HEALTH
The story of retirement is being rewritten. It's no longer a brief period
at the end of life. It's a dynamic life stage as important as any other.
Help your clients appreciate what it means to live longer — and better.
Discover the Wealth + Health connection at Transamerica.com/longevity
©2018 Transamerica Corporation. All Rights Reserved. 26298_ADBRP0418
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
A NEW TWIST ON CHARITABLE TONY HAWK ON HOW
SHOW YOUR CLIENTS THE POWER OF WEALTH + HEALTH T
Editor-in-Chief DAVID ARMSTRONG david.armstrong@i
CONTENTS July/August 2018 PRACTICE MANAGEMENT
EDITOR'S LETTER Advisors Don't Have to
REPORTS From the Front Carson Group Expec
REPORTS Massachusetts' Galvin Investigating Pr
REPORTS Raymond James Chooses New Leader of Priva
REPORTS Trends in Financial Advisor Compensation
PRACTICE MANAGEMENT The New Buyers: F
PRACTICE MANAGEMENT / The New Buyers: Familiar Na
FIDELITY CLEARING & CUSTODY SOLUTIONS Powering tr
PRACTICE MANAGEMENT How to Meet Affuent
PRACTICE MANAGEMENT My Life As A Cli
PRACTICE MANAGEMENT Ten Best Mobile Apps for Ad
PRACTICE MANAGEMENT Financial profession-
PRACTICE MANAGEMENT / Ten Best Mobile Apps
THERE'S A NEW NAME FOR PRUDENTIAL MUTUAL FUNDS:
PRACTICE MANAGEMENT / Ten Best Mobile Apps
INVESTMENT Do Long/Short Equity Funds
INVESTMENT / Do Long/Short Equity Funds Work?
TALKING TO YOUR CLIENTS ABOUT HIGHLY-RATED SOLUTI
INVESTMENT / Do Long/Short Equity Funds Work?
Ranked Ranked
INVESTMENT Th
INVESTMENT 1 percent of apps make it, and
INVESTMENT Active vs. Passive: Halftime
&RQWDFW 3DUWQHU 'HYHORSPHQW IRU D FRQVXOWDWLRQ RQ
WEALTH PLANNING Getting a Bargain from an Out-of
WEALTH PLANNING public universities
WEALTH PLANNING Five Shrewd Family Mone
WEALTH PLANNING For young adults wh
WEALTH PLANNING
By creating family offices for those that
WEALTH PLANNING Why Seniors Should
WEALTH PLANNING a wake-up call. Determine
WEALTH PLANNING Show Me the Social Secur
2018 Best Mid-Cap Core F
WEALTH PLANNING / Show Me the Social Security Mon
Free To Qualified Subscribers Visit: WealthManage
DIVERSITY Authenticity Is Key to Connect
ness will allow us to do,” La Marca said. “I thin
DIVERSITY A Much Heralded Robo for Women
Deepen client relationships and set yourself apar
DIVERSITY / A Much Heralded Robo for Women Quietl
CONCERNED ABOUT RISING RATES? Consider Fixe
DIVERSITY TDAI's Nally: Automate Everyth
financial services is usually dead last and that
DIVERSITY / TDAI's Nally: Automate Everything
How to order Reprints WealthManagement reprints
DIVERSITY My Life as a Client: Tony Hawk THE
WM: How did you find that first advisor? TH: It
2018 ANNOUNCING THE FINALISTS Congratulations to
TECHNOLOGY · Cetera Financial Group · RBC Corresp
Resource Center Mobile, Web, Print and Soc
ADVERTISING SALES OFFICES 605 Third Avenue, New Y
The Puzzler BY JOHN KADOR How Smart Are You Abou
Enter the first TD Ameritrade Institutional inno
“I never thought a firm would invest so much in m