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Leveraging Technology & Data
Disruption Accelerated
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Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Portfolio Construction Insights
The Challenge of Complacency
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Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Client Experience
How to Serve the "Expert" Client
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In a recent FlexShares ETFs survey, the majority of HNW primary breadwinners rated themselves a perfect 10 out of 10 when it came to their investment knowledge. With the markets still uncertain, this article offers ways for advisors to add value to these confident clients
Client Experience
Clients don’t want another email. They want to hear your voice.
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Have you been proactively asking your clients how they are doing personally? Ongoing proactive communication has never been more important.
Client Experience
Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19
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The widespread closure of social settings and workplaces has created unprecedented business disruption, and for many of us, unfamiliar emotional distress as well. These tips may help you manage during and beyond this uncertain time.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio
Client Experience
What Money Matters Keep Wealth Creators Up at Night?
Debt, children's education, dream business, vacation home, retirement. Wealth creators know that smart money decisions hinge upon prioritizing financial goals that compete for a finite amount of dollars. Yet, even for HNW primary income earners, it can be challenging to prepare for the future when money is still addressing the past.