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Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
Tax Management
2018 Capital Gain Distributions: Won’t get fooled again
Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.
Investing Ideas
DOL Fiduciary Rule is All but Gone
In the most recent edition of Washington Insights, we discussed the latest — and likely final — chapter in the DOL fiduciary rule saga. On March 15, a three-judge panel of the Fifth Circuit Court of Appeals voted to vacate (or nullify) the rule.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Alternative Investments
3 Reasons to Consider Infrastructure Investment
Russell Investments Client Portfolio Manager Darren Spencer makes the case for investing in infrastructure.
Investing Ideas
An Interest Rate Hedging Diagnostic
This piece is approved to use with clients.
One of the biggest strategic decisions faced by defined benefit pension plans is that of choosing an interest rate hedge ratio.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.