Displaying 82 results
Effective client conversations: How to address market volatility
Market moves don’t have to create churn for clients’ emotions—or their portfolios. Keep these three points in mind as a framework for client discussions.
Protect against the sequence of return risk
Having multiple sources to pull from during retirement, clients can manage the volatility and order in which they tap accounts much more easily than if they had only one option.
Playing the long game is key to navigating market uncertainty
Steady guidance can calm consumers’ fears — and emotional reactions — around inflation and market volatility.
Timing Matters: Know the Milestones for a Successful 1031 Exchange
Seizing the opportunity for deferring taxes is worth a little advance strategizing. Learn what it takes to make this tactic work for your clients.
An Unexpected Opportunity amid Volatility: Tax-Loss Harvesting
Parametric’s director of investment strategy, Natalie Miller, explains why advisers need to pay attention to this all year, especially in these market conditions, and the role direct indexing can play in executing it efficiently.
DSTs, TICs and 1031s: Making Sense of Real Estate Ownership Structures
Holding real estate in a portfolio doesn’t always mean a client has to own it directly. Trading one form of ownership for another can become an even more efficient and effective move when it’s executed along with a 1031 exchange.
A Pivotal Moment to Invest for Growth
Forward-thinking advisory firms are devoting resources now to attract more clients and win top talent.
How Advisory Firms Can Maintain Momentum in an Uncertain Environment
Practices reported significant gains during 2021. But as markets become more volatile, they’ll need to adapt in order to keep growing. Learn where they should focus their efforts—and capital.
How to Assess Whether Clients Are a Good Fit for a 1031 Exchange
Exploring the decision to sell with the intent to purchase a different property should include a look at this strategy—in the context of a client’s whole financial portfolio.
Retirement planning: How to manage longevity risk and inflation in a volatile market
Where can financial professionals look for strategies to support their clients in a changed market? The versatility of an approach you thought you knew offers a surprising answer.
An Explanation of 1031 Exchanges
Learn about a strategy for deferring taxes—and even changing ownership structures—as your clients move from one real estate investment to another.
Retire Inspired
Join retirement expert Mary Beth Franklin and experts from Athene and The Index Standard for strategies that take the focus off current challenges and put it back on what clients want for their future.
How Does Real Estate Fit Into a Retirement Income Plan?
Direct real estate investment can a be a income source, but there are risks for your clients to consider.
Turning an ESG Conversation into E, S & G Conversations
As responsible investing continues to increase in popularity, focusing on specific E, S and G elements rather than ESG as a category may allow advisors to better serve clients.
3 Questions to Ask Retirement Clients About Their Real Estate Investments
Too many advisers skip over investment property, missing the potential to create a stronger financial plan and ignoring a potential retirement income source.
The Case for Mentorship in Financial Services
Companies with mentor programs outperform those without. Three benefits show why, and justify investing in such a program.
Reframing Retirement Income Discussions
Research has uncovered a fundamental disconnect between the value advisors think they offer—and what their clients perceive. Here’s how to turn that into an advantage.
How Advisors Can Better Help Managing Decumulation
Clients often don’t realize they need as much help from an advisor in retirement as they did when preparing for it — and a new study reveals the different kinds of help advisors should provide.
Rethinking the Risks of Retirement
A new study finds that clients want fiduciary advice, risk management ability and retirement income solutions from advisors — who may find that guaranteed retirement income solutions now resonate.
Rising Interest Rates: Good or Bad for Real Estate?
At a time when investors are struggling with rising interest rates and falling equity values, Grubb Properties explains why multi-family residential real estate could offer an attractive alternative.
