How to Get Started with Commission-Free Annuities
Join this session to learn how to implement Commission-Free annuities in a financial plan, determine the client needs they're best suited for, and manage these solutions within a fiduciary practice.
What HNW Investors are Saying About ESG
In April of this year, the FlexShares team at Northern Trust conducted a survey of more than 500 high-net worth investors who work with financial advisors. The survey asked investors a range of questions about ESG investing including, but not limited to: how much they understand it, why they are or aren’t interested, whether their advisors are recommending it, and how and where they’re learning about ESG investing. My guest today will explain how she and her team used the data to identify trends across different generations, genders, and wealth brackets when it comes to ESG investing.
Top Advisors Reveal How They Mastered Social Media
Digital marketing is the center of any successful marketing strategy, and social media plays a significant role in that outreach. Kestra Financial’s Mark Schoenbeck EVP, advisor engagement hosts a panel of trailblazing financial advisors who have built leading businesses with strong social media strategies. Ted Jenkin, CEO of oXYgen Financial, Liz Hand, Co-Owner of Pleasant Wealth, and Derrick Jackson, owner of Ryleigh Wealth Management share their stories of how they grew their practices and tips for how you can too.
Common Scenarios for Transitioning a Private Foundation to a Donor Advised Fund
What are the most common scenarios that give rise to private foundations converting to DAFs (or making a thoughtful decision not to convert), while preserving the original donor’s intent and satisfying the administrative concerns of surviving family members?
A $2 Trillion Free-Fall Rattles Crypto to the Core
For a generation of alienated techies, crypto's all-for-one ethos was its biggest draw. Now panic is spreading across this universe — and that same ethos is posing what may be the biggest threat yet to its survival.
An Ominous Sign for ESG Investors
Contrary to economic theory, in recent years funds with an ESG mandate have outperformed the broader market. New research shows that outperformance was caused by increased asset flows to so-called green stocks, raising the prospects for lower returns going forward.