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Mapping your firm’s future
When thinking about your firm’s strategy, consider where you stand on the 4 Ps — personalization, purpose, private markets and portfolio construction
‘Adoption is the next innovation’: Forecasting fintech in 2021 and beyond
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
The latest in financial #AdviserTech — December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Prep your firm for sale, even if you don’t plan to sell
Fixing up the business will make your work more enjoyable and your firm more profitable
Tax considerations going into year-end
The uncertainty around the Georgia runoffs in January complicates efforts to plan for the possibility of higher tax rates under Biden
7 reasons RIAs are adding insurance products
As more commission-free products come to market, RIA firms are beginning to provide insurance solutions to clients
Clients’ charitable interests provide openings for ESG conversations
It’s as much about returns as about values, IN ESG Summit participants say
ESG pioneer tells financial advisers to get on the bandwagon
Amy Domini kicks off ESG summit, and two advisers explain how to get on board
Americans experiencing high levels of financial stress, CFP Board finds
Health care is the top financial concern, survey reveals; 32% worry about unemployment
Year in review: Pandemic edition
By taking stock of what clients got right in this very weird year, you can set the stage for a strong start in the New Year
Don’t just sort of retire
Rather than stop working, many older advisers simply ‘retire in place.’ But are clients’ interests really that well served if you aren’t fully engaged?
Last call for coronavirus-related distributions
CRDs are only available until year-end, so advisers should contact any clients who may still benefit from taking a distribution before the option expires
‘Embrace planning, it’s a better business model’: Fidelity’s Mike Durbin
The president of Fidelity Institutional shares his views on the changing terrain for financial advisory firms and a key trend that advisers should keep an eye on
Add historical context to risk profile questionnaires
The questionnaires lack vital context, and the allocations clients are slotted into don't mean what they once did
COVID-19 has proven the crucial role of financial advisers
The support financial advisers have provided to clients has expanded substantially during the pandemic
Timely tax strategies on the eve of the election
Tax rates are more advantageous now for realizing compensation and capital gains than they likely would be after a hypothetical 'blue wave' election
Addressing women’s longevity gap
Advisers can help couples prepare today for survivorship and health care costs
Get creative about client events in a virtual world
In a virtual world, advisers are planning unique events that are deepening relationships in surprising ways
It’s the end of the world as we know it
Investing amid this year’s turmoil requires mentally fast-forwarding to see what long-term trends may emerge as a result of the crises
Encouraging clients to live a little
Many clients cling to not-so-conscious rationalizations that help them hold onto their disempowering money stories
