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Sponsor Insights - Parnassus Investments: Our Approach To Investing In AI

by Parnassus Investments

In this Parnassus View, we highlight the three key categories of generative AI solutions and our investment approach.

3 Ways To Stop Presenting And Start Closing

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These are three different strategies that can fit different closing situations.

Noble Sacrifices For The Greater Long-Term Good

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Are today's elites willing to sacrifice their own short-term selfish interests for the greater long-term good?

How Does A 1% Fee Compare With What Clients Pay Elsewhere?

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Paying fees is built into your clients' everyday lives.

Weird, Yes, But Housing Really Needs A Slower Economy

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Slowing inflation alone hasn't been enough to lower borrowing costs.

Sponsored Content: Lisa Kirchenbauer--Success Through Serving An Overlooked Need

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Wealth manager Lisa Kirchenbauer focuses largely on handling the financial affairs of a recently deceased loved one.

Advisor Dangers Rise When Wealthtech Deprioritizes Risk

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When companies deprioritize risk, they ignore the needs of the market they are purportedly trying to support.

Megabanks Have Living Wills. Regional Banks Need Them Too

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All institutions with more than $100 billion should follow the same rules on capital requirements and breakup plans.

Just How Unaffordable Is The U.S. Housing Market?

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Americans have been stretching their finances to buy homes since the 1970s, and this time is no different.

How 831(b) Plans Empower Small Business Self-Reliance As Insurers Exit More States

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An 831(b) plan allows businesses to set aside tax-deferred funds for unforeseen events.

Help Clients And Grow Your Practice With Behavioral Coaching

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Research has shown that behavioral coaching is one of the most important services an advisor can provide.

How To Improve Your Cyber Controls To Protect Client Assets

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Here are the steps that firms need to take to protect client assets from external threats.

What Harvard Can Learn From Olive Garden

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America's casual restaurants serve a more diverse clientele than many of America's elite universities.

Women Shattering The Glass Ceiling And Barbie's Parallel Influence

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The paradox Barbie embodies pushes career women to construct their own definitions of empowerment in financial services.

Advisors' Organic Growth And The Future Of Wealth

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Organic growth is the key to financial advisors' and wealth management firms' future success.

A Compassionate Approach To Financial Trauma

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Gaining an understanding of financial trauma is a crucial step in guiding your clients toward financial well-being.

Your Client Did Not Win The Lottery. What Now?

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Many of the dreams clients have if they “won the lottery” might be within reach with some financial planning.

Wealthy Americans Are Anxious About the Economy, Too

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As the cost of services has risen, the financial position of the affluent has weakened.

Advisors Aren't Losing Clients Over Crypto

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Advisors aren't actively considering regret when building portfolios, but it's not necessarily costing them clients.

Flood Insurance Quagmire Demands Bold Reform, Not Stopgaps

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A U.S. government-backed program is woefully ill-suited for climate change.

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