Subscribe

Alexandra Schnitta

Alexandra was Digital Account Strategist at InvestmentNews' old owner Crain Communications between 2015 and 2016. You can connect with her here: LinkedIn profile

Displaying 36 results

Topic
  • December 15, 2015

The four key considerations for improving client experience and productivity

The following is an excerpt from a new white paper, The rise of the digital adviser’,…

Topic
  • December 14, 2015

What if your clients live to 142?

Remarkable advances in life expectancy and major differences in generational outlooks are changing how financial advisers will help…

Topic
  • December 14, 2015

Financial planning isn’t just for Boomers any more

Wearing jeans and a T-shirt, 28-year-old Alan Moore didn’t look like most of the speakers at IMPACT 2015.

Topic
  • December 14, 2015

25 years of IMPACT

Registered investment advisers have made enormous strides in the quarter century since the first Schwab IMPACT conference and…

Topic
  • November 23, 2015

Offering married clients greater flexibility in retirement

Maintaining a comfortable lifestyle in retirement requires planning for income needs, but also requires preparing for sudden changes…

Topic
  • November 18, 2015

Three challenges facing today’s independent reps

Intergenerational wealth transfer, succession planning and social media are issues vexing almost all independent advisers. But one innovative…

Topic
  • November 17, 2015

Standing out from the crowd

Today’s frenzied, multi-media marketing environment poses a daunting challenge: How can advisers capture the attention of prospective clients…

Topic
  • November 17, 2015

MFEA aligning the “STARs”

The Mutual Fund Education Alliance is an organization that brings together senior leaders from the investment management industry…

Topic
  • November 13, 2015

The unique way American Century Investments impacts lifesaving research

Some asset management companies offer investments guided by socially responsible/sustainable principles. Others make admirable philanthropic contributions. But no…

Topic
  • October 23, 2015

Understanding the hidden economics of independence: More than payout: How independence can build wealth

Whether or not they’re independent, today’s advisers understand the basic economics of independence: greater payout in exchange for…