Micro Robo-advisors: The Little Big Idea

Aug 23, 2016

Investors crave simplicity, and there is no shortage of innovation in the area of robo-advisors. But let’s get small for a moment – micro robo-advisors are becoming a hit with the younger generation, expanding the robo concept from not just how you should invest, but making it easy for you to save in the first place.


3 Steps to Make Hiring More Than a Gut Decision

Aug 18, 2016

Going with your gut may help you make some business decisions, but unless you’ve got solid experience in interviewing candidates, your “gut check” hire might end up being a thorn in your side. Today’s guest post is from Amy Kizer, managing partner of TalentLink Solutions. Her advice is to balance your “gut feelings” about a candidate with actual data.


Breaking the Mold: How Millennials Have Altered the Investor Life Cycle

Aug 16, 2016

We all know the traditional investor life cycle – growth, stability and distribution. But for the new generation of investor saddled with debt, this outdated model just doesn’t cut it. How are investors supposed to grow their assets when they’re sitting in a net negative position today?


Why the Advice Business is Still a Sales Business

Aug 11, 2016

Let’s face it – advisors who sell, grow. But that can be easier said than done, especially if you’re 1) a seasoned advisor whose selling skills are a bit rusty or 2) a less experienced advisor who never had to cut your teeth at a wire house or insurance agency. To begin cultivating an environment best suited for growth, you need to ask (and answer) the right questions first.


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.




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