Displaying 94 results
What ESG means for smart real estate investors
One asset class plus one important investing theme could add up to way more than two for advisors and their clients who are looking for long-term growth.
7 Ways to Create an Exceptional High-Net-Worth Client Experience
If you’re a financial advisor seeking to work with more high-net-worth clients, you need to have an arsenal of resources, products, and services to meet their expectations—and exceed them. Here are seven tools you’ll want to consider.
How to Restore Retirement Confidence During a Volatile Market
Advisors find themselves challenged to support clients who are about to start relying on their portfolio for income. Protective explains why they should look to guaranteed income.
Sustainable Investing: How it helps advisors
Differentiate yourself, deepen client engagement, and build more resilient investment solutions.
Sustainable Investing
Get a practical understanding of what this investing movement means for your clients, your practice, and the rest of the world. Hear from thought leaders on must-know topics and current debates.
Effective client conversations: How to address market volatility
Market moves don’t have to create churn for clients’ emotions—or their portfolios. Keep these three points in mind as a framework for client discussions.
Protect against the sequence of return risk
Having multiple sources to pull from during retirement, clients can manage the volatility and order in which they tap accounts much more easily than if they had only one option.
Playing the long game is key to navigating market uncertainty
Steady guidance can calm consumers’ fears — and emotional reactions — around inflation and market volatility.
Timing Matters: Know the Milestones for a Successful 1031 Exchange
Seizing the opportunity for deferring taxes is worth a little advance strategizing. Learn what it takes to make this tactic work for your clients.
An Unexpected Opportunity amid Volatility: Tax-Loss Harvesting
Parametric’s director of investment strategy, Natalie Miller, explains why advisers need to pay attention to this all year, especially in these market conditions, and the role direct indexing can play in executing it efficiently.
Sustainable Investing Brief: Public or private?
The question overlooks a simple truth: Both sides have a role to play in sustainability innovation.
DSTs, TICs and 1031s: Making Sense of Real Estate Ownership Structures
Holding real estate in a portfolio doesn’t always mean a client has to own it directly. Trading one form of ownership for another can become an even more efficient and effective move when it’s executed along with a 1031 exchange.
A Pivotal Moment to Invest for Growth
Forward-thinking advisory firms are devoting resources now to attract more clients and win top talent.
How Advisory Firms Can Maintain Momentum in an Uncertain Environment
Practices reported significant gains during 2021. But as markets become more volatile, they’ll need to adapt in order to keep growing. Learn where they should focus their efforts—and capital.
How to Assess Whether Clients Are a Good Fit for a 1031 Exchange
Exploring the decision to sell with the intent to purchase a different property should include a look at this strategy—in the context of a client’s whole financial portfolio.
Retirement planning: How to manage longevity risk and inflation in a volatile market
Where can financial professionals look for strategies to support their clients in a changed market? The versatility of an approach you thought you knew offers a surprising answer.
An Explanation of 1031 Exchanges
Learn about a strategy for deferring taxes—and even changing ownership structures—as your clients move from one real estate investment to another.
Retire Inspired
Join retirement expert Mary Beth Franklin and experts from Athene and The Index Standard for strategies that take the focus off current challenges and put it back on what clients want for their future.
How Does Real Estate Fit Into a Retirement Income Plan?
Direct real estate investment can a be a income source, but there are risks for your clients to consider.
Turning an ESG Conversation into E, S & G Conversations
As responsible investing continues to increase in popularity, focusing on specific E, S and G elements rather than ESG as a category may allow advisors to better serve clients.
