Financial advisors’ confidence in both the economy and the markets had its highest jump so far this year as survey respondents absorbed the results of the mid-term elections and more positive economic data.
The Charity Aid Foundation's fifth-annual World Giving Index measures the percentage of people around the world who give time and/or money donating to a charity, volunteering at an aid organization or helping strangers.
Whether you’re aware of it or not, finance is a mental game as much as it is based in cold, hard math. Advisors must learn and understand the power of the mind and how it affects their behavior when it comes to making investment decisions.
How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More
When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities....More
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively....More