Risk analytics software: should your RIA firm have one?
Since the advent of Big Data, more RIA firms are turning to risk analytics software. Should this be part of your RIA tech stack? Read on to find out.
How clients can retire while they work
David Adams of Adams Wealth Partners is implementing a novel approach so clients can start living their best lives.
Changing the narrative for women in wealth
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
Keeping families together
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
A broad asset allocation with a commitment to client care
Advisor believes that market has an upward bias and that this is the best situation he’s seen in almost five decades
Constantly evolving to best serve clients
Jordan Mayer subscribes to the adapt-or-die mantra – and believes this relentless commitment to improvement sets J.P. Morgan apart
Leveraging real-time insights for business owners
Advisor puts his faith in custom reporting and real-time data
Dynasty CEO on his fight against inertia – not the wirehouses
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
The complications of investing in China
As performance has dragged for Chinese equities, money has flowed out of funds.
‘It’s about advice beyond investing’
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
Not your Dad’s Edward Jones
‘One broker sitting in a strip mall in a rural town is history,’ one executive says.
A firm designed for the digital age
Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.
‘In my ethos, it’s about … how you impact the world’
An attorney by background, Grant Rawdin says a dedication to the client’s best interests is at the heart of what he does.
Building wealth with nourishing advice
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
The symphony of financial planning
Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.
Shaking up the 60/40 portfolio
The importance of diversification, like your health, only reveals itself in bad times, advisor says.
Avantax president accounts for a brand-new era
While the firm is best known for its tax expertise, Todd Mackay is talking about relationships and creating connections.
Environmentalists, conservatives sue SEC over climate rule
If anyone needed proof that many groups are unhappy with the rule, both the Sierra Club and US Chamber of Commerce have filed court papers.
Florida-or-bust retirement prevails
Advisors help clients make sure they don’t experience both, as interest rates dip slightly and more homes go on the market.
The bull run and your client’s retirement plan
As stocks head higher, clients are seeing visions of early retirement. What should advisors be telling them?
