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Sponsor Insights: Investing Strategies for Volatile Energy Markets

by FlexShares

Read our thoughts on how properly implemented commodities strategies can provide a short-term inflation hedge amid high oil prices, while infrastructure strategies that invest in pipelines and...

Sponsor Insights: How Much Do Your Clients Trust You?

by FlexShares

FlexShares research has uncovered five client personas to inform your interactions with clients

Sponsor Insights: Dividend Growth In Times Of Turbulence

by ProShares

Uncertain equity markets? Consider Dividend Aristocrats®. Read the report.

Sponsor Insights: Parnassus Investments: Power Up With Clean Value

by Parnassus

An ESG-focused value fund that invests in quality companies may help navigate both rising inflation and market volatility.

Sponsor Insights: Three Reasons To Consider Global Dividend Growth Strategies

by ProShares

Many investors overlook global dividend growth stocks--don't make their mistake.

Sponsor Insights: Why TIPS Won't Protect Against Rising Rates

by ProShares

With low interest rates and already elevated inflation expectations, you may want to consider rate-hedged strategies.

Sponsor Insights: Tax Planning? Strategies To Help Portfolio Tax-Efficiency

by Vanguard

If you're looking to minimize clients' tax bills, be aware and prepared for these upcoming year-end distributions and avoid them when it makes sense.

Sponsor Insights: Think ESG Investments Sacrifice Performance? Think Again

by Vanguard

A recent survey by Institutional Shareholder Services found that 68% of advisors are more likely to invest in ESG products.

Sponsor Insights: An Alternative To Going Independent

by Edward Jones

Many experienced financial advisors come to realize that independence does not always provide their practice with the necessary support needed for long-term success.

Sponsor Insights: Talking To Your Clients About Responsible Investing

by Parnassus

As clients seek to align their investments with their values, it's important that you let them know you can help.

Sponsor Insights: How Fixed Income Markets Responded To The Pandemic

by Vanguard

Swift and comprehensive intervention by central banks and policymakers helped restore normal market functioning.

Sponsor Insights: Opportunities Across The Cap Spectrum

by Diamond Hill

Valuations are climbing - are stocks at the smaller end of the cap spectrum still attractive?

Sponsor Insights: Momentum: Unlocking The Full Outperformance Potential Of The Nasdaq-100

by ProShares

Get the case for a time-tested strategy combined with the Nasdaq-100.

Sponsor Insights: Filling the Life Insurance Service Gap (in 5 Minutes)

by BackNine

With the proliferation of fintech and insurtech technologies (and novel tech platforms, as an entire category), clients are expecting more from all of their service providers; and they specifically...

Sponsor Insights: The Impact Of The Covid-19 Pandemic On High Net Worth Investors Globally

by FactSet

High net worth investors' attitudes to risk, willingness to use technology, and views on responsible investing all changed drastically because of the COVID-19 pandemic.

Sponsor Insights: Pandemic Creates Health Care Opportunities For Investors

by Alger

As the disparity in business results among companies expands during periods of dramatic change, so too does the opportunity set for investors.

Sponsor Insights: When Is The Last Time Your Practice Grew 20% In A Year?

by Ameriprise

Coaching doesn't just benefit new advisors - it's something that can pay off for any advisor willing to invest in themselves and their practice. Learn 3 key ways coaching can jump start your practice.

Sponsor Insights - A Charles Schwab Franchise Offers The Best Of Both Worlds For The Right Financial Advisor

by

About a decade ago, Charles Schwab began recruiting select financial advisors to franchise with the company via a new business model: the Schwab franchise.

Sponsor Insights: It Is Time To Take Action: The Whole Family Advisor®

by

Forecasters have told of the trifecta of events that are impacting financially successful families and their Advisors.

Growing a More Sustainable Practice with ESG

by Parnassus Investments

Environmental, social and governance investing has moved into the mainstream.

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