Key findings and insights on advisors’ best practices, including top initiatives, elements of practice management, marketing and client relations, utilization of ETFs and alternative investments, and competitive response to robo advisors.
Key findings and insights on practice management and operations, including advisors’ top initiatives for their business, services offered, functions outsourced, their most time-consuming activities, documentation trends and the recent Department of Labor fiduciary ruling.
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More
A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider....More