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Hiring Right
YOUR PRACTICE FINTECH AUG 31, 2023
Hiring Right

When you’ve added as much capacity as you can through technology, how do you effectively grow your human capital?

How to Streamline Your Workday as a Financial Advisor
YOUR PRACTICE PRACTICE MANAGEMENT AUG 31, 2023
How to Streamline Your Workday as a Financial Advisor

The answer is easy—but how do you actually do it? Commonwealth Financial Network and InvestmentNews Research worked together to create three must-read articles about how advisors can address three important aspects of their business so they can focus on what matters.

The Truth About Custom Indices
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 15, 2023
The Truth About Custom Indices

What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.

Cracking the Retirement Income Puzzle
NEWS INDUSTRY NEWS MAY 01, 2023
Cracking the Retirement Income Puzzle

Protective’s Jim Wagner explains what advisors should look for as they prepare clients to begin drawing on their assets for income in a market unlike any they’ve seen.

What ESG means for smart real estate investors
INVESTING ESG MAR 08, 2023
What ESG means for smart real estate investors

One asset class plus one important investing theme could add up to way more than two for advisors and their clients who are looking for long-term growth.

Effective client conversations: How to address market volatility
NEWS INDUSTRY NEWS JAN 12, 2023
Effective client conversations: How to address market volatility

Market moves don’t have to create churn for clients’ emotions—or their portfolios. Keep these three points in mind as a framework for client discussions.

Playing the long game is key to navigating market uncertainty
YOUR PRACTICE PRACTICE MANAGEMENT JAN 05, 2023
Playing the long game is key to navigating market uncertainty

Steady guidance can calm consumers’ fears — and emotional reactions — around inflation and market volatility.

Protect against the sequence of return risk
NEWS INDUSTRY NEWS JAN 05, 2023
Protect against the sequence of return risk

Having multiple sources to pull from during retirement, clients can manage the volatility and order in which they tap accounts much more easily than if they had only one option.

Timing Matters: Know the Milestones for a Successful 1031 Exchange
NEWS INDUSTRY NEWS DEC 12, 2022
Timing Matters: Know the Milestones for a Successful 1031 Exchange

Seizing the opportunity for deferring taxes is worth a little advance strategizing. Learn what it takes to make this tactic work for your clients.

An Unexpected Opportunity amid Volatility: Tax-Loss Harvesting
NEWS INDUSTRY NEWS DEC 05, 2022
An Unexpected Opportunity amid Volatility: Tax-Loss Harvesting

Parametric’s director of investment strategy, Natalie Miller, explains why advisers need to pay attention to this all year, especially in these market conditions, and the role direct indexing can play in executing it efficiently.