Featured Columnists

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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.

Wealth Management Research Uncovers Three Trends That Will Shape 2024

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Scott Reddel of Accenture discusses longevity, generative AI and the changing advisor workforce.

Top 2023 Articles From The Institute For Innovation Development

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Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development developed throughout 2023.

RIAs Partner To Launch Innovative ETF

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This is a great case study on how advisors can work together to become disruptors and create innovative investment and business solutions together.

Sponsor Insights: Giving Back: A Guide to HNW Charitable Planning

by Commonwealth Financial Network

To help you approach these conversations, and help your clients be strategic in their philanthropy efforts, we've created a guide to HNW charitable planning.

Action Items For Financial Firms To Help Clients Navigate The Opioid Crisis

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There are specialized resources and training available for advisors to help their clients and their family members through opioid addiction.

Investing In Quality Companies For A Disruptive Age

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Investing during a time of accelerating rates of business change and rapid innovation across all industries is fraught with complex challenges.

We're The Lucky Ones

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When one looks around the world, it's easy to see why so many people want to come here.

Honing A Marketing And Sales Strategy For 2024

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How financial firms can develop a strategy to drive future growth.

The Emergence Of Generative AI In Financial Services

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How generative AI is being applied to financial services.

How Do You Read And Diagnose The Health Of The Market?

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How to diagnose and be prescriptive in investing in the market

Borderless Financial Tech For Efficient Access And Global Inclusion

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Despite cross-border payments expected to reach $40 trillion globally by 2024, these transactions can still be unpredictable.

The AI Technology Landscape In Financial Services

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More education and learning is needed on how exactly AI works and how to best apply it strategically and operationally into financial services firms.

Top Advisor Growth Strategies For Building Bigger And Better

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Here are three key growth drivers for success.

AI Risk Management Tool For Calling Stock And Market Trends

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Active portfolio management can still potentially deliver superior returns even in difficult market cycles.

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