Masterclass Investments

Practical and timely investing insights from the best minds in the investment business

Ed Slott: Tax strategies to help clients take advantage of market declines

July 24, 2017 | Runtime: 3:33

When the markets decline or are volatile, it is an opportunity to put a few retirement savings strategies to work, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.

Stephanie Bogan: What's really holding advisers back from achieving their goals

July 24, 2017 | Runtime: 3:38

The only thing holding financial advisers back from accomplishing what they want is the assumptions they're making, according to Stephanie Bogan, founder of Educe Inc.

Women's retirement needs and the opportunity they present for advisers

July 21, 2017 | Runtime: 2:45

Assistant managing editor Lorie Konish speaks with contributing editor Mary Beth Franklin about the unique planning considerations for women as they prepare for income needs later in life.

What top advisers are doing to stay ahead of the curve

July 17, 2017 | Runtime: 2:36

Top advisers understand that they need to work outside the box and focus on generational reach. Susan Kay of MFS Fund Distributors, Inc. explains.

Amy Florian: Issues with elder abuse and diminished capacity

July 17, 2017 | Runtime: 4:04

As clients age, they become increasingly susceptible to diminished capacity and/or elder abuse. Amy Florian of Corgenius explains the nature and causes of diminished capacity and the signs to watch for.

Cybersecurity threats advisers are seeing right now

July 17, 2017 | Runtime: 2:23

The key threats advisers are seeing right now seem to change daily. Michelle Thetford of Schwab Advisor Services explains how to protect yourself and your clients.

Perspectives from a NextGen adviser

July 17, 2017 | Runtime: 1:03

Male advisers still outnumber female advisers 4 to 1. Allei Holway of AXA talks about why becoming an adviser appealed to her and why more millennials are a good fit for this industry.

How to effectively engage and serve female clients

July 17, 2017 | Runtime: 1:38

It is clear building relationships with women is a proven way to grow your business. Heather Ettinger of Fairport Asset Management explains proven segmentation strategies.

Pershing's Dolly: Lessons in leadership

July 17, 2017 | Runtime: 1:09

Women are holding top leadership roles as CEOs of some of the industry’s top firms, but it’s still the exception rather than the norm. Lisa Dolly of Pershing talks about how to balance it all.

The business case for hiring NextGen talent

July 17, 2017 | Runtime: 1:35

Firms hiring nextgen talent have reaped the benefits from greater productivity to revenue growth. Clearly, there's a business case to be made for hiring millennials. Kate Healy of TD Ameritrade breaks it down.

 
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