Increase Client Engagement With SLCT Protocol
SLCT, pronounced “select,” stands for Scribing, Laddering, Checking and Triaging.
Millennial Planner Finds Success With Millennial Clients
Planner Kristen Euretig provides millennials with a nuts-and-bolts yet holistic approach to financial planning that’s designed to get them firmly on their feet.
In a New Asia, No 1997 Replay
Despite the clear opportunities the region offers, many investors and advisors, particularly in the U.S., are still leery of Asia and reluctant to invest there.
Vietnam’s New Opportunities for Investors
Vietnam in 2016 is a far cry from the war-weary, Communist nation that many Americans, including advisors and their clients, still believe it to be.
AAPL by Any Other Name
What’s in a name? When it comes to stocks and stock selection, quite a bit, actually.
FPA NexGen President's Goal: Help Women Succeed as Planners
Planner Rianka Dorsainvil is 'very optimistic' about the number of women and minorities entering the profession, but she's a millennial as well.
Finding the Right Fit; Getting the Right Advice
Darrell Reese and Paul Kink say they were lucky in their timing, and that they share the same values, in transitioning the firm.
How Live Oak Is Solving RIAs’ Succession Problem
Many older advisors struggle to finance their succession deals. But Live Oak is willing to lend to advisors when many other banks aren’t.
Rate Hike Could Ease Pressure on Emerging Markets
Emerging markets have never been so undervalued and so undersold as in 2015, says Wells Capital's Anthony Cragg, but choose regions, countries and companies carefully.
Bad Days Mean Bad Investments for Clients
Your clients’ moods affect their investment decisions and willingness to take on risk, research shows.