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Target Date Funds Get Active: A Look at the Innovation Behind BlackRock’s LifePath® Dynamic Strategy
NEWS INDUSTRY NEWS NOV 22, 2021
Target Date Funds Get Active: A Look at the Innovation Behind BlackRock’s LifePath® Dynamic Strategy

BlackRock’s LifePath Dynamic Strategy is bringing the firm’s active and passive management expertise to bear in an innovative approach to target date fund investing.

In Today’s Market Backdrop, Certain Annuity Products Deserve a Closer Look
NEWS INDUSTRY NEWS NOV 15, 2021
In Today’s Market Backdrop, Certain Annuity Products Deserve a Closer Look

Annuities have evolved considerably over the past decade. New iterations may be uniquely suited for today’s market challenges.

What financial advisors and their firms don’t understand about digital marketing
YOUR PRACTICE FINTECH NOV 04, 2021
What financial advisors and their firms don’t understand about digital marketing

How can advisors and financial firms improve their marketing? Digital marketing expert and Clout CEO Niharika Shah explains why the solution lies in personalizing relationships.

Four questions for reps weighing an RIA move
NEWS INDUSTRY NEWS NOV 01, 2021
Four questions for reps weighing an RIA move

Considering a move to the registered investment advisor channel? Whether you’re a wirehouse adviser or affiliated with a BD, here are four key questions to ask yourself.

It’s time to rev up broker-dealer enterprise technology
YOUR PRACTICE FINTECH OCT 25, 2021
It’s time to rev up broker-dealer enterprise technology

B-D tech expert Darren Tedesco discusses how B-Ds can reconstitute their technology stacks to drive growth and efficiency gains.

Is custody commoditized? The #3 custodian says yes
YOUR PRACTICE PRACTICE MANAGEMENT OCT 20, 2021
Is custody commoditized? The #3 custodian says yes

What should you consider when you are considering a custodian? Whether you are an existing RIA or a registered rep looking to make a move, LPL senior vice president Steve Earner has some useful tips.

Helping ESG investors avoid greenwashing
INVESTING ESG SEP 27, 2021
Helping ESG investors avoid greenwashing

Parametric ESG expert Gwen Le Berre explains how advisers can protect clients from companies that exaggerate — or even lie about — their environmental, social and governance efforts.

Navigating Gray Divorce: How Advisers Can Help Female Clients
NEWS INDUSTRY NEWS JUL 14, 2021
Navigating Gray Divorce: How Advisers Can Help Female Clients

The divorce rate among older couples is on the rise. Here’s how advisers can help female clients going through it.

Why Inflation Concerns May be Overblown
NEWS INDUSTRY NEWS JUL 12, 2021
Why Inflation Concerns May be Overblown

In a Q&A, PGIM Fixed Income’s chief economist shares why the firm is more sanguine about long-run inflation.

Inflation Protection: A Missing Component in Most Portfolios
NEWS INDUSTRY NEWS JUL 12, 2021
Inflation Protection: A Missing Component in Most Portfolios

From monetary policy to the green energy transition, VanEck sees several factors setting the stage for more inflation. Are portfolios ready?