March 12, 2015 | Runtime: 2:46
Advisers have an important role in making sure clients' intra-family loans have an appropriate interest rate and do not look like gifts, according to Nicole Hart, director of trusts and estates at Sontag Advisory.
March 12, 2015 | Runtime: 1:41
An effective succession requires that financial advisers take a step back from their practices. Using the right technology well before a transition can give them a head start, according to Sam Attias, vice president of External IT.
March 05, 2015 | Runtime: 1:39
Cyberattacks are difficult to prevent, but they can be mitigated, according to Carlos Simoes, chief technology officer at CircleBlack. Here, he outlines the steps advisers must take once a data breach occurs.
March 02, 2015 | Runtime: 1:38
Capital Management Group senior partner Donna Nadler discusses why impact investing is getting so much attention from investors and how it requires a different level of commitment than traditional philanthropy.
February 26, 2015 | Runtime: 1:44
Advisers need to make sure their data and their clients' data stays secure. Carlos Simoes, chief technology officer at CircleBlack, discusses the protections every practice should have in place.
February 23, 2015 | Runtime: 1:39
Bob Conchiglia of Advent discusses how the right mix of technology and automation can increase advisersí productivity, support an elevated client experience and help advisers tell their story.
February 18, 2015 | Runtime: 2:07
Why did Northstar partner with TA Associates and what will this deal mean for Orion? Eric Clarke of Orion explains.
February 18, 2015 | Runtime: 1:42
Financial advisers may think annuities are too complex, too expensive or fail to understand the different types of products that are out there, according to Philip Michalowski, vice president of annuity product marketing at MassMutual.
February 18, 2015 | Runtime: 2:00
Thereís a lot of upside this year for annuity sales across multiple types of products, according to Philip Michalowski, vice president of annuity product marketing at MassMutual. Find out what's ahead for indexed and deferred income annuities.
February 14, 2015 | Runtime: 1:56
Margae Diamond of Renaissance clarifies the nuances of socially responsible investing, specifically breaking down the difference between the social impact and ESG (environmental, social and governance) approaches.