Expert Views

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How Financial Advisors Can Use Video To Market In The Attention Economy

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High-quality video content has emerged as a powerful tool for advisors to deliver their message.

Clients Misbehavin': An Interview With Nobel Laureate Daniel Kahneman

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Twenty years ago, advisor Harold Evensky interviewed Daniel Kahneman about how to apply behavioral finance to client management.

10 Steps For Acquirers

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The financial services industry is dynamic, and acquisitions require a strategic approach.

Home Builder ETFs Defy Broader Real Estate Market

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Conditions might be right for a boost in home sales that helps the builder market, including ETFs.

What Can Stop The Shortening Of American Lives?

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The politically driven loss of public trust in public health and expertise continues to take a devastating toll.

AI Setting Insurance Premiums Could Be Great--Or A Disaster

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Algorithms using millions of inputs to judge costs and claims are a dream scenario for companies.

Building And Leading Gender-Diverse Teams

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Such diversity is not just a marker of inclusivity but a catalyst for innovation, productivity and enhanced decision-making.

70% Of Advisors Are Considering Changing Platforms

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In a survey of 421 wealth managers, 17% are actively considering alternatives to their current B-D, custodian or bank.

Is Organic Growth Over In Wealth Management?

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Advisors can earn the business of other advisors' clients by helping them transition into retirement.

How To Reconnect With That HNW Individual You Met Socially

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The key to developing social relationships is identifying at least one shared interest.

Five Key Questions For Ensuring Responsible AI In Financial Services

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These questions can serve as valuable guidelines for discussions with AI vendors and internal teams alike.

Work Your Core: Delivering An Exceptional Investment Experience

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Understanding clients' attitudes toward their investing is crucial for building robust advisor-client relationships.

Rising Commercial Insurance Premiums And Increasing Exclusions--What Can You Do?

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The 831(b) plan can eliminate gaps in coverage and mitigate premium costs for business owners.

Illegal U.S. Border Crossings Aren't Really Breaking Records

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Most of the people crossing the border illegally turn themselves in and apply for asylum.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

A Big Question For Small Advisors--Why Sell Now?

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Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

Should 'Expat' Retirees Worry About Their Social Security Benefits?

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Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Different Responses To That Common Advisor Question

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Here are some unexpected answers to the common advisor question: How's business?

Women Achieve More By Working In Teams That Foster Collaboration, Support

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Empowering women to collaborate in groups or teams allows them to progress more rapidly and succeed as financial advisors.

Sponsored Content: Your Clients Are Not Impressed. Here's What To Do About It.

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A deep discovery process can differentiate your practice from the rest.

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