Featured Columnists

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Designing ETFs For Today's Challenging Markets

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Growing supply and demand for ETFs are driving the ETF industry to a stone's throw of the $1 trillion net inflows mark.

Business Development Services As Unique As Advisors Themselves

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Two Institute members discuss the changing business development needs for advisors in this hyper-competitive business environment now being driven by an accelerating rate of change.

Can Rising Rates Make 60/40 Portfolios Great Again?

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Some advisors wonder if 60/40 portfolios can once again deliver the desirable benefits they did for decades.

Proactively Identifying And Communicating Financial Planning Disruptions

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How to help advisors identify and communicate to their clients the risk of disruptive financial events.

The Need For Crypto Clarity And The Regulatory Path Forward

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Joot founder on where we are and where we are going with the evolving regulatory issues around the crypto marketplace.

What Price Trends And History Tell Us About What's Next For The Markets

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Key challenges for equity portfolio managers and are performance delivery and risk management. What type of modern tools can be helpful in this challenge?

The Power Of Platforms And Networks

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Technology platforms can change the ways we can successfully compete in our rapidly changing industry environment.

From Administration To Strategic Technology Partner

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Data and digital capabilities are an increasingly vital part of a firm's competitive strategy.

Gundlach Sees Inflation Hitting 9% Or 10%, Raising Recession, Stagflation Risks

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Stocks may be near a bottom, but consumers “ain't seen nothing yet” at the gas pump.

Building A Greater Value Proposition

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Developing your firm and services to create ever-growing value for your customers should be an ongoing commitment

Microcap Value Creation Through Constructive Activism

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How managers can take an activist stance to support management and strengthen the firm's efforts to solve their business challenges.

Synapse Summit 2022 And Florida's Energized Innovation Economy

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The Synapse Summit once again opened up a new world by forcing us to rethink what is possible.

An Investment Strategy That Reverse Engineers Its Benchmark

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Beating investment benchmarks have been the bane of active managers' existence.

Edelman Sees Great Resignation As An Unsustainable 'Premature Sabbatical'

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Many early retirees will be forced to return to work to maintain their lifestyles, he said.

Accelerating Financial Advisors' Influence

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There is an art and a science to building and wielding influence.

Bringing Personalization And Scale To Advisors Through Managed Accounts And Technology

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Will the future of investment portfolios increasingly be built, not on mutual funds and ETFs, but on customized managed accounts?

Rich Bernstein's Playbook To Beat The Bursting Bubble

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Cryptocurrencies are the biggest financial bubble in history, the strategist says.

Better Data And Tech For Active Portfolio Managers

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Data is at the core of all decision making in investment management.

What It Takes For Advisors To Win With Marketing Today

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Financial services professionals need to develop a better understanding for what it takes to successfully operate in a business environment of accelerating change.

A 'Red Tsunami' Will Take S&P 500 To 5,300, Federated's Orlando Predicts

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The strategist thinks the GOP taking control of the House will lead to a year-end rally in 2022.

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