Displaying 94 results
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.
Securities-Based Lending Remains an Attractive Option for Investment Clients
For well-qualified borrowers, a securities-based line of credit from a financial institution is an excellent option for accessing cash while preserving their investment strategy.
Sustainable Investing Brief: The anti-ESG movement
The backlash isn’t likely to limit sustainable investing’s future. Here’s why.
Sustainable Investing Brief: Greenwashing
Value-signaling without real results is a problem— but informed advisors can easily sidestep it.
ESG Pro® Advisor Panel Series
Join us for a webinar series that dives into the top questions advisors are asking about sustainable investing: Why should I care about ESG? How can I assess ESG investments? How do I talk to my clients about it? You’ll hear from advisors and industry experts that will share their top learnings, and the tips and tricks that helped them confidently begin and grow their sustainable investing offering.
Sustainable Investing: Must-have client conversations
Uncover your clients’ green investing goals and learn how (and what) to report back to them.
New Year, Same Challenge: The Search for Income Continues
With rates well below historical norms, finding income remains a key challenge for advisors. Here’s why non-commissioned annuities may be the solution.
What’s the Best Way to Maximize the Tax Benefits of Charitable Giving?
Is it better to donate cash or stock to charity? Learn about the after-tax benefits of both methods of charitable giving—plus a third option you may not have heard of before.
Fixed Income Opportunities Emerge in an Uncertain Environment
Rising inflation is driving interest rates higher, which makes finding yield an interesting pursuit. Find out where to look and what to consider.
Target Date Funds Get Active: A Look at the Innovation Behind BlackRock’s LifePath® Dynamic Strategy
BlackRock’s LifePath Dynamic Strategy is bringing the firm’s active and passive management expertise to bear in an innovative approach to target date fund investing.
In Today’s Market Backdrop, Certain Annuity Products Deserve a Closer Look
Annuities have evolved considerably over the past decade. New iterations may be uniquely suited for today’s market challenges.
3 Secrets to Sustaining Growth, Revealed by Top-Performing Advisory Firms
Despite 2020’s multi-faceted disruption, many advisory firms managed to deliver strong revenue growth and profitability. However, a select group of firms significantly outperformed peers in these areas and others – by driving three key strategies.
Tax Management and Tracking Error: You Can’t Have One Without the Other
Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns.
5 important Social Security issues for women
Discover 5 of the most common misconceptions your female clients may have about Social Security and how you can help them maximize their benefits as part of an overall retirement strategy.
What financial advisors and their firms don’t understand about digital marketing
How can advisors and financial firms improve their marketing? Digital marketing expert and Clout CEO Niharika Shah explains why the solution lies in personalizing relationships.
