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Scaling for Enterprise Growth with Client Segmentation
Inverted Yield Curve: What Does It Mean for Bonds?
Is an inverted yield curve detrimental to bond performance? We put this question to the test by looking at benchmark and category returns.
Market & Economic PerspectivesIdentifying Investment Opportunities: How the Experts Do It
Identifying investment opportunities for clients can be challenging. Here are a few options from the experts to add to your advisor toolbelt.
Wealth Planning & Investing10 Long-Term Care Questions to Ask Your Clients
By asking these long-term care questions, you can help clients prepare a plan to protect their retirement savings from unforeseen medical care costs.
Wealth Planning & InvestingThe West and the Middle World: A Review of Destiny Disrupted, by Tamim Ansary
How can we better understand the world outside U.S. borders? Commonwealth CIO Brad McMillan recommends reading Tamim Ansary's Destiny Disrupted.
Market & Economic Perspectives5 Steps for Successful Family Wealth Planning
Are you prepared to support older investors as they transfer assets to the next generation? Here are five family wealth planning tips to share with clients.
Wealth Planning & InvestingHow to Help Your Clients Who Are Overspending in Retirement
Behavioral coaching techniques help financial advisors manage clients who are overspending in retirement. Discover three opportunities to motivate change.
Wealth Planning & InvestingManaging Your Clients’ Risk Perception
Talking clients through market swings is never easy. Learn effective strategies for managing your clients’ risk perception and encouraging risk composure.
Wealth Planning & InvestingVetting Your Vendors: A Guide to Performing Due Diligence
Do the third parties your firm works with take securing your clients’ information as seriously as you do? Here’s what to look for when vetting your vendors.
Cybersecurity & Enterprise RiskWhat Will the Next Recession Look Like?
With growth slowing, many are starting to wonder what the next recession will look like. Let's set some expectations.
Market & Economic PerspectivesGoing Roth: Strategies to Maximize Savings for 401(k) Clients
From in-plan conversions to the mega backdoor Roth, here are the strategies you need to know to maximize retirement savings for your 401(k) clients.
The Retirement Plan AdvisorTelling Your Story: How to Write a Professional Biography
How do you write a professional biography for your website? Follow these five tips to tell your story effectively and win new business for your advisory firm.
Marketing & Practice ManagementDoes Your Client Still Need an ILIT?
Given recent tax changes, it may be time to assess whether your clients still need an ILIT. Read about how to make the determination.
Wealth Planning & Investing