Aging and Uber. Yes, they do go together.
New academic research shows how ridesharing, online home service
New academic research shows how ridesharing, online home service
New technologies are improving efficiency and changing the way clients communicate and how wealth is managed. See how financial institutions can facilitate their digital transformation and capitalize on this powerful trend. This white paper examines the digital transformation taking place in wealth management and the components for a digital strategy
In today’s complex and regulation-heavy investment world, smart advisors are seeking rigorous education that provides them with the knowledge and skills set to handle complex asset and investment scenarios. Learn which professional designations offer the highest rate of return for wealth managers through research conducted by Aite Group.
New academic research shows how ridesharing, online home service
New technologies are improving efficiency and changing the way clients communicate and how wealth is managed. See how financial institutions can facilitate their digital transformation and capitalize on this powerful trend. This white paper examines the digital transformation taking place in wealth management and the components for a digital strategy
In today’s complex and regulation-heavy investment world, smart advisors are seeking rigorous education that provides them with the knowledge and skills set to handle complex asset and investment scenarios. Learn which professional designations offer the highest rate of return for wealth managers through research conducted by Aite Group.
On the heels of a nine-year bull market for stocks, advisers can’t be complacent. Clients need stable investments that will protect capital and provide income when the market cycle turns. Low bond yields and high valuations for other asset classes mean advisers must look farther afield to find stable opportunities. This white paper explores how – and why – grocery-anchored real estate should be part of that search and how advisers can generate steady streams of income for their clients.
A growing percentage of advisory firms — now more than 43% — are turning to external managers for all or part of their clients’ portfolio management needs.
Many retirees are enjoying a secure retirement, but many pre-retirees envision that the "dream retirement" is becoming more elusive. The PGIM Investments 2018 Retirement Preparedness Study explores how well individuals are preparing for retirement, and how they are responding to the challenges they face.
The 2018 InvestmentNews Pricing & Profitability Study is the industry’s only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line. It is the premier benchmarking report for forward-thinking advisers who are looking to make informed decisions about the future growth of their businesses.
A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last 30 to 40 years. How should the spending amount change over time? A plan that accounts for fluctuations in market performance may be prudent.
Retirees care more about outcomes than rates of return. Advisors should consider income annuities as insurance products and not think of them as investments because annuities provide benefits no traditional asset classes can. Income annuities can improve retirement outcomes by providing guaranteed income that is uncorrelated with the markets and which retirees cannot outlive.
Your clients rely on your expertise for more than just to invest their money: They depend on you to help them to achieve their life goals. The OppenheimerFunds’ Financial Literacy program provides key lessons on how to accumulate, protect, and distribute wealth.
Advisory firms are growing at their fastest rates in years – and many firms are predicting significant increases in their technology spending to drive future growth. The research paper analyzes the current and future technology investments of advisory firms, as well as broker-dealers, to identify how technology is re-shaping the overall advice industry.
Advances in cloud-based solutions, web-based open APIs, data analytics and more have rearranged the tech landscape for advisors and changed the expectations of clients. If your software hasn’t changed with the times, then you’re at risk of being left behind.
Learn how fractional support resources are changing investment advice delivery models.
How Do Consumers Respond When Default Options Push the Envelope?
The one simple reason financial professionals should pay attention to rising interest rates. Take a deeper dive to find out why it matters to you and your clients.
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