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Articles
Am I the Only One Who Thinks Fee Compression is Hogwash?
Everyone keeps saying that advisor fees are on the decline. Hogwash!
Is Passive Investing Destroying the Markets?
Passive investing has been ridiculed by Wall Street for decades. The common theme is that indexing has become such a force that the market’s price discovery function is no longer working properly. Given the number of questions I get about this issue, one would think that passive investing is now dominating markets.
How the Astros Used Sabermetrics to Win the 2017 World Series
It has been 15 years since sabermetrics was popularized by Michael Lewis’ bestseller Moneyball. Today all teams in the league use it, but only Jeff Luhnow was able to turn a failing franchise into World Series Champions by going all-in on sabermetrics. What did he do differently?
The Behaviors that Really Annoy Prospects
Five Secrets to Help You Manage Your Time More Effectively
A-Rod’s Financial Plan
The Power of Advisor Content Marketing: Five Smart Steps to Harvest Quality Prospects
To Crack into Prospects, Try Cracking Them Up
Five Lessons for Advisors from A-Rod
A Bit About Bob
Directed Versus Delegated Trusts: What Advisors Should Know
First Eagle: “Passive Investing Could Prove to be an Expensive Mistake”
White Papers
Strategies for Targeting Organic Growth
Growing your business through practice acquisition is a good goal, but it's a long-term strategy that can take years to accomplish. How can you meet your growth objectives in the meantime? By focusing on these client-facing activities that are proven revenue drivers.
How Commonwealth’s Investment Research Team Can Make a Difference for You and Your Clients
Institutional-quality research for you and your clients. Guidance on investment management programs, equities, fixed income, and alternatives. A dedicated SRI/ESG resource. Direct access to our chief investment officer. That’s the value-add you get from Commonwealth Financial Network’s Investment Research team.
Managing the Impending Wealth Transfer – 3 Strategies to Take Now
Explore three critical strategies you can undertake now to increase your likelihood of retaining client assets when they change hands to the next gen.
Elevating the Client Experience
Adopting the latest technologies will put you in a position to provide an outstanding client experience, Explore this paper for strategies that can help you elevate your client experience and ultimately business results. Read the whitepaper.
