White papers and reports
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Search Results for "Practice-management"
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?
January 29, 2015
For many advisers, an important source of growth of assets under management for their firms could be the children and grandchildren of their existing clients. Financial vehicles that transfer wealth across generations could be a place to start the discussion.
December 17, 2014
Determining an appropriate withdrawal rate in retirement is an issue that should be discussed and decided upon by the adviser and the client, working together. That decision ultimately should rest on issues such as the client’s assets, responsibilities, health and expectations for retirement.
October 31, 2014
Growing interest in Socially Responsible Investing (SRI) raises an important question: Does pursuing social goals mean sacrificing performance? A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks.
October 22, 2014
This new white paper from Cadaret Grant shares the ‘X’ factors that define the industry’s top advisory firms.
July 08, 2014
As you approach retirement, you’ll likely face a host of decisions that could significantly impact your financial future. One of the critical decisions you’ll make relates to Social Security, which plays an important role in your broader retirement income plan.
March 07, 2014
Psychologist Daniel Kahneman is best known in the financial field for his work in laying the foundation for behavioral economics. From Investment Management Consultants Association’s® (IMCA®) Masters Series, this interview holds true to IMCA’s reputation as the provider of advanced financial education and is a sample of the content found in IMCA’s credentials, conferences, membership, and publications.
March 05, 2014
When it comes to personal branding and networking, LinkedIn has been considered an essential resource for clients, friends, coworkers, and other people who would like to learn more about you. It’s more than just an online resume and networking site, it has transformed into a personal branding resource for professionals.
February 20, 2014
Looking for New Clients? Try your Computer.
Personal introductions let you build off the trust of the introducer—and LinkedIn is an excellent way to capitalize on that trust.
LinkedIn Social-Selling Secrets of Financial Advisors is a how-to guide created jointly by Cetera Financial Group, Inc. and The Oechsli Institute. It will show you how to:
• Find ideal prospects
• Get face-to-face introductions to potential clients
• Craft a “voice” that resonates
• Deliver marketing that people actually want
Whether you are already using social media to grow your client base or haven’t touched your LinkedIn account since the day you set it up, you’re sure to find this guide a valuable toolbox of ideas.
February 20, 2014
One of the most significant challenges in the financial advisory community today, which will only become more acute in the years ahead, is the aging of our client base. We believe we have a creative solution that, if well executed, can deep client relationships and lead to favorable discovery by clients’ friends.
February 01, 2014
This white paper from Envestnet | Tamarac examines the impact that technology integration can have on an independent RIAs’ practice in terms of economic benefits and efficiency.
January 29, 2014
A new white paper from Cambridge on how even with a compliant solution in place, many advisers are searching for answers prior to getting started with social media.
November 06, 2013
This new white paper discusses how with so many options, RIAs can make smart technology decisions by understanding the changing landscape of the financial industry, the practices of successful firms and the technology these firms use.
October 25, 2013
This new white paper from Pershing aims to help firms understand the potential of Gen Y and ultimately assist in building a new model for recruiting young talent effectively.
October 15, 2013
The latest research from The Oechsli Institute shows that advisers on elite teams aren’t just more successful but also more satisfied in their careers than their counterparts. Why are they more likely to find the success and career satisfaction so many advisers are after? Find out by downloading a copy of Best Practices of Elite Teams.
October 09, 2013
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