According to Dani Fava, Head of Strategic Development, we’re living in the age of the creator, a shift that the COVID-19 pandemic is advancing. Not only are people opting to make their own content and share their own voice...
The Future of Charging for Financial Plans: Can’t-Miss Insights From Michael Kitces
Remember learning about the Industrial Revolution? How technological advances, like the steam engine, railways, and the telegraph, increased productivity and reduced the cost of key items? Looking back, we consider that to be a pivotal time in history...
Help Your Clients Prepare for the Future: Seamlessly Manage Annuities Alongside Traditional Investment Products
The COVID-19 pandemic has had a swift impact on investor preferences and expectations, and, in turn, what advisors need to do to provide value and sustain their practices...
3 Updates to Help You Lead Your Clients Forward
Our latest technology release went live on August 24th and serves as a clear reflection of the new world we’re living in as we navigate the COVID-19 pandemic...
The 2020 Essential Advisor Award Winners: Marty James
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...
Congratulations to Our 2020 “Top Active Managers”
As you may know, this year’s Advisor Summit shifted from our typical in-person event in April to an online experience in the wake of COVID-19.
Strategist Managers Helped Advisors Navigate A Global Pandemic
Many financial advisors were caught scrambling in March as the pandemic took hold in the United States and, like many of us, they had to find new ways to balance their personal and professional lives...
Impact Investing: Key Resources To Help You Get Started
In 2019, flows into U.S. sustainable funds more than quadrupled the previous annual record for net flows. In the first four months of 2020, investors poured a record of at least $12.2 billion into environmental, social, and governance (ESG) funds.
Investing Through a Lens of Social Justice
One of the major drivers of advisor trust is truly listening to clients and putting their interests first, which includes those clients’ personal values...
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.