Part 2: “It’s Complicated” – Our Relationship Status with Active vs. Passive Investing Approaches

If the past 7 years have shown us anything, it’s that there are 5 characteristics that provide a tailwind for passive management and headwind for active management. But does that mean it’s time to jump on the passive bandwagon?


“It’s Complicated” – Our Relationship Status with Active vs. Passive Investing Approaches (Part 1)

The debate has raged for decades – is active investing better (or worse) than passive investing? The answer actually isn’t so cut and dry. A look at a few different asset classes across fixed income and equity explains why.


4 Ways Interns Help Advisors As Much as You Help Them

Every summer, we welcome several interns to our sales and solutions teams – and every summer, we’re glad we did. They offer fresh perspectives, a lot of energy, and some fantastic ideas. Today, two of our interns make a case for why hiring interns is a winning approach for your practice.


Tax Strategies in Retirement: Advisor Questions Answered [VIDEO]

Taking an active role in your clients’ tax planning efforts could help them lessen their tax burden. But to do it, you have to understand the intricacies and implications of things like required minimum distributions. I sat down with Dean Mioli, our investment planning director, to get answers to some of your more pressing questions.


5 Transformative Trends and What They Mean to Advisors

Jul 26, 2016

Innovations in technology transform how businesses operate. And according to research from “The Upside of Disruption,” the future of the asset management industry depends on innovation. So what does that mean for advisors? I’ll introduce you to the 5 transformative technology trends from the paper and apply them to the advisor market.


3 Ways You’re Hurting Your Advisory Business By Winning Clients

Jul 21, 2016

There’s a competitor in all of us. And that’s great – until it isn’t. With every new client “win,” you should consider what it does for your business long-term. Using that lens can help you determine when the winning strategy is to actually say no.


Why Millennials Don’t Seek Out Advisors – And What You Can Do About It

Jul 19, 2016

When millennials have questions about their finances, they usually ask their parents and friends. Or maybe they just Google it. What they DON’T do is reach out to an advisor. There’s actually a pretty easy fix for this, and it starts with how you make yourselves known to them.


Last Week Tonight (and Lots of Advisor Tomorrows): “Are You a Fiduciary?”

Jul 14, 2016

You don’t have to be an HBO subscriber to have seen the Last Week Tonight with John Oliver segment called “Retirement Plans.” It’s easily found online. And it shines quite a light on a question that your clients will soon ask you (if they haven’t already): “Are you a fiduciary?” Your answer depends on which (if any) BIC you use – so you need to get your house in order – and fast.


Boom(er) or Bust: How Advisors Can Approach Retirement Asset Opportunities

The boomers are coming, and they are bringing one of the single largest opportunities for the advisor segment in history with them. This seems like a good time for you to examine the most prominent concerns of this demographic to see how well positioned you are to address them and grow your business.


On Brexit, Betterment and Conversations with Clients

What do you have that robos don’t? A face, for one (a pretty critical component for face-to-face conversations). But there’s oh so much more. Let’s look at a recent, real-world example that shines a light on the fundamental differences between man (and woman) and machine.





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