Author: AdvisoryWorldAdmin
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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Sustainable Investing: An Opportunity to Attract in New Assets
If you are a financial planner who hopes to retain multi-generational client relationships, you need to embrace ‘sustainable investing’ now. This should be relatively pain-free since it no longer requires sacrificing returns. Data over a …
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Languishing Interest Rates Don’t Have To Mean Languishing Returns
Experiencing three decades of long-term interest rate declines and six years of pretty many near-zero rates on the shorter end of the curve, the US bond market has seemingly reached an inflection point. There are …
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Are You Up to Date on Closed-End Funds?
Closed-end funds offer client privileges but are often underutilized because many investment advisors do not understand the product. The unique structure of closed-end funds—a set pool of shares, may offer investors a steady stream of …
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Having a Charitable Donations Talk with Clients Can Open Doors.
Charity driven investors are often high-net worth clients and their families that have accumulated wealth using financial advisors, along with a team of tax and legal advisors. The majority of these clients have, at the …
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The Top 5 Ways to Avoid Friction with Retirement Planning
Experienced advisors that are used to guiding the behavior of their high net worth clients have a larger impact on their clients’ success or failure in long-term retirement planning. Often, the question is simply how …
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Do you have clients that are federal employees?
News that Chinese hackers have broken into a database of federal government has financial advisors on edge, but there are ways to help your clients take it in stride. Now, there’s good reason for alarm …
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Divorce Can Spell T-R-O-U-B-L-E With Wealth Management Advisors
Approximately 50% of American marriages end in divorce, making this a common process that wealth management advisors have to assist clients in navigating. However, what may seem logical can get advisors in trouble. Divorce is …
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Succession & Assets Planning- Where Are The Inheritances Going?
Clients banking on a nice inheritance from their parents need a Plan B. Retirees today are far more focused on maintaining their living expenses than they are leaving a financial legacy behind. Anyone who does …
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Which is better: Index or Active Funds?
The long-standing debate over actively managed funds, or dirt cheap index-tracking funds, as an investment strategy is not getting any more clarity or any easier. The average active fund manager has enjoyed a slight edge …