For Today's Advisor, Data Is the New Currency
By Luke McCabeWealth managers who succeed will be those who hold rich pools of data and mine it to provide personalized service.
June 10, 2019
Why Investors Should Own European, UK Stocks Despite Gloomy HeadlinesAbandoning the region may be an unwise investment strategy, but investing indiscriminately may be equally unwise.
June 10, 2019
The Drinker's Guide to ProspectingHere are 7 ways financial professionals can mix business and pleasure.
June 09, 2019
Claims Teams Need Insurtech, TooThe authors — three top executives at RGA — say claimtech could start to take off next year.
June 09, 2019
What to Do Before You Sell Your PracticeFinding the right advisors to acquire and run an advisory firm isn't easy. It pays to start early and take other crucial steps that can pave the ground for a successful deal.
June 07, 2019
American Equity's Mysterious SuitorThe author looks at the American Equity deal that didn't happen.
June 07, 2019
Talk About Impact Investing Can Reveal a Client's ValuesThere are many different avenues to take in impact investing, depending on what causes your client supports.
June 07, 2019
19 Ways to Mess Up on the Job Without Even Knowing ItJohn Graham is back, with more advice about how to do everything wrong.
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