Research http://wealthmanagement.com/taxonomy/term/6594/more en Build Portfolios That Beat Robo Performance http://wealthmanagement.com/build-portfolios-beat-robo-performance <div class="node-body link-body"><p>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.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Chaikin_595.jpg?1462386805" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/build-portfolios-beat-robo-performance" target="_blank">read more</a></p> Webinars Wealth Planning Tue, 17 May 2016 20:15:00 +0000 1173091 at http://wealthmanagement.com Five Critical Best Practices for Collaboration http://wealthmanagement.com/five-critical-best-practices-collaboration <div class="node-body link-body">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. </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_2.jpg?1462386636" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/five-critical-best-practices-collaboration" target="_blank">read more</a></p> Webinars Trusts & Estates Tue, 17 May 2016 18:00:00 +0000 1175221 at http://wealthmanagement.com The Benefits of Multigenerational Planning http://wealthmanagement.com/benefits-multigenerational-planning <div class="node-body link-body"><p>Multigenerational planning involves serving parents, children and grandchildren in an integrated and comprehensive way. Presented by two generations (a father and son), this webinar will cover essential issues for those engaged in the practice of multigenerational planning.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/StJudes535_0.jpg?1462372325" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/benefits-multigenerational-planning" target="_blank">read more</a></p> Webinars Trusts & Estates Wed, 11 May 2016 18:00:00 +0000 1174011 at http://wealthmanagement.com When Variable Annuities Can Play An Invaluable Role in Client Portfolios http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios <div class="node-body link-body"><p>Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/AXA-595.jpg?1461953874" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios" target="_blank">read more</a></p> Webinars Research Thu, 05 May 2016 20:15:00 +0000 1158561 at http://wealthmanagement.com Ultra High-Net-Worth Investor http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor <div class="node-body article-body">The top articles from IMCA’s Investments & Wealth Monitor focus on working with ultra-high-net-worth (HNW) clients, including how to address generational differences of HNW investors</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor#comments Investment White Papers Tue, 03 May 2016 18:03:00 +0000 1174041 at http://wealthmanagement.com Top 10 Wirehouse Advisors in 2016 http://wealthmanagement.com/rankings/top-10-wirehouse-advisors-2016 <div class="node-body gallery-body">The top advisors at wirehouse firms are a productive lot, each managing billions of client assets. Check out which advisors made this year’s elite top 10. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rankings/top-10-wirehouse-advisors-2016" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-10-wirehouse-advisors-2016#comments Rankings Wirehouse Mon, 02 May 2016 09:00:00 +0000 1168331 at http://wealthmanagement.com Stronger Banks Weather a Challenging Environment http://wealthmanagement.com/white-papers/stronger-banks-weather-challenging-environment <div class="field-deck"> May 2016 </div> <div class="node-body article-body">Some of the recent market turbulence has been concentrated in financials, especially European banks. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/stronger-banks-weather-challenging-environment" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/stronger-banks-weather-challenging-environment#comments Investment White Papers Sun, 01 May 2016 18:16:00 +0000 1168301 at http://wealthmanagement.com Top 100 Wirehouse Advisors in 2016 http://wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016 <div class="node-body data_table-body">Advisors on the WealthManagement magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms.</div> <div class="field-csv-file"> <span>CSV File:&nbsp;</span> <div class="filefield-file"><img class="filefield-icon field-icon-text-csv" alt="text/csv icon" src="http://wealthmanagement.com/sites/all/modules/contrib/filefield/icons/text-x-generic.png" /><a href="http://wealthmanagement.com/site-files/wealthmanagement.com/files/data-tables/Top100WirehouseAdvisors2016.csv" type="text/csv; length=11817">Top100WirehouseAdvisors2016.csv</a></div> </div> <div class="field-disable-sidebar"> Off </div> <fieldset class="fieldgroup group-images"><legend>Images</legend> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2016/04/wirehouse-ranking-2016-ktsimage-istock-thinkstockphotos-489433254.jpg?1462279799" /> </div> </fieldset> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016#comments Rankings Wirehouse Fri, 29 Apr 2016 16:39:00 +0000 1168091 at http://wealthmanagement.com Weighing the Merits of a Fee-Based Model http://wealthmanagement.com/weighing-merits-fee-based-model <div class="node-body link-body"><p>As the industry continues to shift toward fee based business, many advisors are taking a deeper look into their current practice in an effort to align with this trend. The good news is that shifting away from a commission-based model can transform your practice in powerful ways—including increasing the stability of your revenue streams, enhancing client loyalty and potentially boosting the value of your businesses.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/LPL_595.jpg?1461953830" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/weighing-merits-fee-based-model" target="_blank">read more</a></p> Webinars Wed, 27 Apr 2016 20:15:00 +0000 1156831 at http://wealthmanagement.com Income and Estate Planning http://wealthmanagement.com/income-and-estate-planning <div class="node-body link-body"><p>Private placement life insurance and annuities are dramatically increasing in popularity as a result of higher income tax rates, and improved design, pricing and servicing aspects.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_1.jpg?1460585104" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/income-and-estate-planning" target="_blank">read more</a></p> Webinars Wed, 27 Apr 2016 18:00:00 +0000 1158571 at http://wealthmanagement.com