Expert Views Articles

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What Advisors Can Do To Encourage ‘Money Talks’

by Lori Sackler

If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking.

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Branding In The Inbound Age

by Craig M. Kaminer

Can an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message?

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Biggest Retirement Threat? It's Not Running Out Of Money

by

The greatest threat to retirement is rarely discussed or planned for, says columnist Robert Laura.

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Three Shades Of Fiduciary

by Robert M. Kaplan

Many retirement plan sponsors are asking advisors the question: “What value are you providing for the fees that I am paying you?”

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Examining The Risks Of ETFs

by

The booming ETF market is potentially misunderstood, opaque and risky.

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For Advisors, Justifying Fees Means Justifying Value

by Edmond Walters

Online brokerages are sending the message that wealth management is so easy that "a baby can do it."

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The Social Media-Savvy Financial Professional

by Katherine Calvert

Here are some social media uses and strategies that may significantly benefit your advisory business.

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BDCs: Gateway To Yield

by Dean Choksi

Nine years ago, there were just four publicly traded business development corporations. Today, there are roughly ten times as many and total market cap is approximately $26 billion.

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Advisors Must Expand Product Offerings And Approach

by Pierre Bossaert

If they are to serve younger investors, advisors need to offer options for clients at every level of assets.

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Tips For Implementing A Customer-Focused Approach In Your Practice

by

Consider customer service as one of the cornerstones to building and preserving the best client relationships...

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