Big Opportunity: Your Clients’ Employee Retirement Plans
Recently, Fidelity Investments introduced a new product intended to help individual company 401(k) and 403(b) plan participants...
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Keys to Connecting with Your LGBTQ Clients
Financial advisors want to help clients achieve their dreams. But some clients have been overlooked by traditional advisory firms...
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Do This to Actually Relax on Vacation
Americans are bad at vacations. According to the Project: Time Off initiative, around 52% of us leave a total of 705 million...
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How to Find New Sales with Existing Clients
Many advisors don’t conduct regular relationship reviews with their clients. They have plenty of excuses. If the relationship is...
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What are the Factors that Inspire Philanthropy?
Most of you clients are probably working hard to create wealth rather than give it away. As an advisor, your first inclination will...
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As an Investor, Don’t Miss the Forest for the Smart Beta Trees
Smart Beta, a strategy that bases investment on custom-created multi-factor indexes, is a hot trend in the asset management world...
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The One Secret Word that Conveys Emotional Intelligence
A recent Harvard study described in the Harvard Business Review looked at the role of asking questions in interpersonal...
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Stop the Spread of Fake News and Misinformation
Just this past March a presidential tweet that Amazon pays “little or no taxes to state & local governments” saw the company’s...
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Low Cost Indexing is Not Necessarily Low Risk
If we look at the S&P 500, just a few tech stocks, together around 15% of the index market weight, are responsible for almost...
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Why Small Businesses are Feeling the Threat of Tariffs
With President Trump taking an aggressive stance against America’s trading partners, small business owners are beginning to feel...
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Are Plants Really a Better Source of Protein?
Some people don’t like to eat meat. In order to get vital protein into their diets they find it in vegetable sources, like beans or...
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Helping Clients Understand the Need to Invest in Healthcare
Financial advisors know the drill: advances in healthcare and a trend towards healthier living mean that young Americans can expect...
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When Clients Divorce: Whatever You Do, Avoid This Mistake
Divorce is a prickly situation for financial advisors. It’s your job to be dispassionate and provide sound investment solutions...
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The Most Influential Restaurants of the Last 30 Years
Restaurants and foods come in and out of fashion just like clothing. Some establishments are nothing more than ridiculous trends –...
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Without You: How to Pass on Your Practice at Retirement
Some call it a burgeoning crisis in the practice management industry. Many professionals who own advisory firms are nearing...
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Healthcare Embraces the Blockchain
In the US, as elsewhere, patients are constantly being asked to fill in forms. Frustratingly, the same information must be provided...
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