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Featured Columnists

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Sponsor Insights: Growth Investing 2024: Tapping Trends Beyond the Magnificent Seven

by PARNASSUS INVESTMENTS

Key Takeaways We believe innovation trends create opportunities for companies outside the Magnificent Seven mega caps that have dominated stock indexes lately...

The ‘Shadow' Caregiving System And Economy

by

Many families and their financial advisors are unfamiliar with the evolving needs involved in short-term, extended or long-term care until it is too late.

Next Steps For Wealth Management Technology

by

The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems.

Engineering Innovation By Focusing On People

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Chang Industrial founder Matthew Chang discusses his human-centered approach to deploying new technologies with a strong bias towards the future.

A New World Takes Shape

by

The advisory business at this moment in time is in the midst of structural and generational change.

Building Transparency And Trust In AI Fintech

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In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success.

Using AI To Weave The Fabric Of Data And Intelligence For Fund Product Distribution

by

Two industry experts discuss how AI is addressing long-standing asset management distribution challenges.

The Power Of Mindset In Scaling Your Business

by

Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.

Revisiting The Mortgage Investment Corporation For Alternative Income

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Alex Leduc of Perch Capital discusses the dynamics of a MIC and how it fits into the alternative investments space.

Some Advisors On Edge As Clients Go Gaga Over Stocks

by

Concerns about a market bubble weigh heavily on the minds of some investment advisors.

Synapse 2024 And The Business Of Innovation

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The recent sixth annual Synapse Summit in Tampa sparked a great deal of community excitement and creative engagement.

Advisors And Taxes--The Advisory Tax Alliance Approach

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How advisors are integrating, or even in some cases, leading with tax planning and mitigation services.

Sponsor Insights: Without Representation in Financial Services, Women are Unheard, Misunderstood and Left Playing Catch-up

by Gina Riepel, Vice President, Strategic Partnerships, TruStage

Female representation in the financial services industry is lacking and many women feel unheard or misunderstood by their financial professionals.

How Indexing Reshaped Financial Advice

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If indexing has been bad for active management, it has been good for holistic planning.

Redefining Your Mutual Fund And ETF Experience

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Vance Howard of Howard Capital discusses how to redefine investors' mutual fund and ETF experience by increasing investor confidence and lessening emotional decision-making.

Mining The Gold Marketplace For Unique Opportunities

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Gold investing offers a diverse marketplace of investment options and approaches for investors.

Advisors' Role In Clients' Health Crises

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Financial independence only does one so much good if they don't have their physical health.

Client Life Management--Engagement As Business Alpha

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The Client Life Management business model focuses firm goals towards more comprehensive client engagement and investing financially, culturally and strategically in client experience.

Putting $10 Million To Work Is More Than An Investment Activity

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Russell Schultz of Schultz Financial Group discusses his firm's holistic and carefully integrated family and business wealth planning approach.

Sales And Marketing Need An Integrated Strategy

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Dan Sondhelm of Sondhelm Partners discusses the strategy behind sales and marketing integration.

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