Here are the core tenets I share with advisors who are trying to carve their niche and stand out – the best practices to beef up your marketing efforts in 2023.
Here are six compliance-friendly ways to incorporate social proof into your website to establish trust and capture new leads.
The changes inside SECURE 2.0 range from new rules related to 529 college savings plans to when retirees should take their required minimum distributions (RMDs). With so much to sort through, advisors may be overlooking some of the details of the act.
The demise of a major bank illustrates the global tensions in the financial sector.
A simple annuity can effectively replace bond holdings in a retirement plan that are earmarked to meet the lifetime spending goal. The question is why should a retiree hold any bonds in the portion of their asset base designed to cover ongoing retirement spending goals?
Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape.
CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Portfolio Manager Andy Acker explains why the healthcare sector could offer an attractive combination of defense and growth in today’s market.
Robust risk management is essential for fixed income investors. In his latest commentary, Marcus Moore explains why our sustainable investing team considers ESG factors as material business risks, similar to the traditional risks they also analyze.
The strongest force standing in the way of nuclear energy is the antiquated, irrational fear of it.
Sixty-six million Americans currently receive monthly benefits from Social Security, which, if nothing changes, is expected to be insolvent by 2035 at the latest. It’s time for Americans to take a greater role in their own retirement planning.
Federal Reserve Chair Jerome Powell faces growing calls from key lawmakers and regulatory experts for an independent investigation into the collapse of Silicon Valley Bank, not just an internal review by the Fed board.
The banking earthquake is sending shockwaves through the financial markets. The financial and economic aftershocks, soon to follow, are underappreciated and will prove worse than the earthquake.
U.S. stocks are falling in pre-market trading as recent banking turmoil on this side of the pond made its way to Europe.
Should we tell our clients we need their help to grow our business?
The extreme “tail” risk ahead may be disorienting.
I've put together four steps for effectively reviewing and updating your digital listings to ensure they are accurate and up to date – this month.
Let’s explore the barriers that have kept alts in an ivory tower, why they’re becoming mainstream, and how advisors and their clients can incorporate alts into their portfolios.
U.S. stocks are extending last week's sharp declines that have come amid worries regarding the ultimate impact on the banking sector of the recent collapses of SVB Financial and Silvergate Capital.
Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders.
If a picture is worth a thousand words, this will be the “longest” letter I’ve sent you in a while, as there are quite a few pictures. It may also be the most wide-ranging.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Gen Zers, according to a recent Magnify Money survey, are overly optimistic about being wealthy.
Investors focusing on climate change often overlook Chinese firms.
In the next 10 years, 37% of financial advisors, collectively controlling $10.4 trillion, or 40% of the assets controlled by the advisory profession, are expected to retire. Yet, one in four advisors who expect to transition their business in the next 10 years is unsure of their succession plan.
Commonwealth Financial Network’s Matt Chisholm, SVP of RIA services and practice management, is here today to break down the options and opportunities for advisors looking to grow their practice in anticipation of succession. He will share how they can plan for the future.
Junior debt issued by banks is normally one of the riskiest types of fixed-income in the US and Europe. It’s typically not backed by collateral and in the event of a crisis it only gets paid back after other bonds.
Any of the variable spending strategies I analyzed will reduce sequence risk in retirement and allow for greater initial spending rates, potentially greater average spending amounts, and a generally more efficient spenddown of assets than the baseline constant inflation-adjusted spending rule.
More women in senior roles will support the long-term success and sustainability of emerging markets.
Forget ChatGPT, going independent or podcasts. The hottest trend growth-oriented advisors must know is the rise of the fractional marketer.
If you read and pay attention to the world, you probably know the recent past pretty well. And if you’re a history buff like me, you also know something about the more distant past.
Lufthansa’s blockbuster report is just the latest signal that commercial aviation, one of the hardest-hit industries during the pandemic, may be ready to make a landing again in investors’ portfolios.
While the sanctions regime imposed on Russia has dented its economy, it is far less severe than those imposed on North Korea and Iran, which included penalties on third-party countries. Imposing secondary sanctions could tighten the screws on Putin, but also accelerate deglobalization.
With Denzel Washington, it’s not that no other actor can play the roles he plays – it’s that no other actor can play them quite like him.
There’s one strategy that is not only a great wealth-building solution but is also triple tax-advantaged…
As fourth-quarter earnings rolled in with mixed results, the stock market opened the year in rally mode.
Maybe UFOs are carrying wealthy aliens wanting to buy a lot of stuff and boost our economy. More likely, those forecasting a no landing have a false sense of optimism that the economy will continue to be resilient.
January’s optimism about the bond market seems like a long time ago.
I want to offer some tips if you are considering coaching or training for your important team members.
Stop burning up fuel and generating heat in the lower gears, doing general marketing activities that only attract more non-ideal clients and overload your system.
Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
When recession becomes a reality and your clients go into panic mode, your firm can suffer from decreased revenue, inflationary pressures, and anxious clients. Learn best practices for delivering outstanding support to your clients, while continuing to grow your business in a challenging environment with AssetMark’s new guide, Recession Proof Your Practice.
I’ve identified five core competencies that help firms run more efficiently and effectively. Here is a bit about each and how your CRM can help.
Consumers want meaningful connections, authenticity, and value from credible sources, whether or not they have “celebrity” status.
The war has been tremendously costly, in Ukraine and beyond.
Being flexible with spending matters. My analysis shows that variable spending strategies – including floor-and-ceiling, guardrail, actuarial and other methods – can dramatically increase sustainable retirement spending.
Debt isn’t forever but can definitely seem like it. That feeling is a clue you have too much debt. Wisely used, debt helps build income-generating assets that pay for themselves. The payments are manageable because you’re also getting something else of value.
Close to 90% of the world’s central banks are at some point in the process of creating their own digital currency. Are you ready?
A gold IRA is one way to diversify your retirement portfolio. It can protect your savings from plummeting in the event of a stock market crash or high inflation.
Leveraged properly, AI technology can serve as a partner instead of an adversary.
