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Tax insights your CPA never told you
Here are three tax insights you can pass on to your clients when you've exhausted all the customary ones.
To close opportunity gaps, focus on investment education
Educating Americans about how to participate in capital markets, build wealth and ensure their financial security requires an early start and meeting them where they are.
Boomers bite back: Don’t blame us for retirement ‘Road to Nowhere’!
A column warning future generations not to follow baby boomers' lead when it comes to retirement planning elicited a fiery response from boomers.
Don’t discourage potential savers with misleading math
Scolding Americans about lost opportunity only discourages them from starting now to save and invest.
Employees are a key piece of the succession puzzle
Along with price and client care, the process of integrating team members into the acquiring firm offers challenges as well as upside.
The 5-minute rule for evaluating alternative investments
Advisors evaluating alts for their clients should focus on what clients want to achieve as part of a well-diversified portfolio and understand their clients' cash flow requirements.
3 effective ways for advisors to engage with, and win over, the next generation
Most financial advisors aren't prepared for the next generation, and many wealthy heirs will be looking to move.
Advisor Group to rebrand — more to follow
It's all part of the push by the private equity-owned network of independent broker-dealers toward an initial public offering.
Guiding clients through market volatility and inflation
When things change, recency bias would have us wait rather than move forward.
Financial literacy starts at home
Treat staff like clients and inform them with the best thinking about financial planning. You'll help them achieve their goals — and yours.
Incorrect RMD notices may result in distributions that aren’t exactly ‘required’
The problem arose from the passage of the SECURE 2.0 Act late last year, which didn’t give financial institutions time to update their systems.
A different kind of financial literacy
An advisor’s plain-language explanation of financial system intricacies can help allay fears, keep emotions under control and inform better decision-making.
Please don’t make me download your conference app
It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
Why you’re wrong about direct indexing
The strategy is meant to help advisors more precisely tailor a portfolio to a client's unique circumstances.
3 reasons advisory firms don’t grow
Some advisors are happy with the status quo, while others dislike the challenge of finding new clients.
Look before leaping onto platforms offering elevated FDIC-insured deposits
Fintech firms are falling over themselves to court cash deposits, with both Betterment and SoFi announcing expanded FDIC coverage over the past week.
Welcome to the golden age of AI
For financial advisors, artificial intelligence can lead to deeper insights as AI models parse massive data sets, seeking meaningful patterns and signals amid millions of data points.
Assessing risks, opportunities in transition to a more sustainable economy
Analysis of ESG factors is a tool that helps investment managers do a better job of evaluating the opportunities and risks arising from global sustainability challenges.
Picking an advisor who will stand the test of time
Cultivating loyalty with both members of a married couple requires that the advisor follow the same approach that leads to a successful marriage.
The latest in financial #AdvisorTech — March 2023
This month's highlights include Conquest's fundraising to prepare for its expansion into the US, Asset-Map's $6 million in Series B funding, and Wells Fargo's debut of app-based tool LifeSync.
