Expert Views

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The Future Of Unions Looks Very Different

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They should be less about collective bargaining and more like guilds that offer various kinds of insurance.

A Review Of Historical Cycles

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Here is a review of John Mauldin's ongoing series about historical cycles.

15 Common Sense Concepts To Discuss With Clients

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From time to time, it is good to remind clients of lessons based on common sense.

Saving Medicare Will Never Be Easier Than It Is Right Now

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The mysterious slowdown of U.S. healthcare costs offers a rare opportunity to close the program's long-term funding gap.

Mastering The Art Of Attracting Affluent Clients

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Here are three strategies to begin implementing now that will position you to attract affluent clients like never before.

Healing The Racial Wealth Gap

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How advisors can help improve the wealth outcomes for their client base of Black families.

For Greater Portfolio Customization, SMAs Are An Advisor's Ally

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Separately managed accounts are an attractive option to expand asset allocation abilities beyond traditional fund parameters.

Sponsor Insights - Parnassus Investments: Our Approach To Investing In AI

by Parnassus Investments

In this Parnassus View, we highlight the three key categories of generative AI solutions and our investment approach.

3 Ways To Stop Presenting And Start Closing

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These are three different strategies that can fit different closing situations.

Noble Sacrifices For The Greater Long-Term Good

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Are today's elites willing to sacrifice their own short-term selfish interests for the greater long-term good?

How Does A 1% Fee Compare With What Clients Pay Elsewhere?

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Paying fees is built into your clients' everyday lives.

Weird, Yes, But Housing Really Needs A Slower Economy

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Slowing inflation alone hasn't been enough to lower borrowing costs.

Sponsored Content: Lisa Kirchenbauer--Success Through Serving An Overlooked Need

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Wealth manager Lisa Kirchenbauer focuses largely on handling the financial affairs of a recently deceased loved one.

Advisor Dangers Rise When Wealthtech Deprioritizes Risk

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When companies deprioritize risk, they ignore the needs of the market they are purportedly trying to support.

Megabanks Have Living Wills. Regional Banks Need Them Too

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All institutions with more than $100 billion should follow the same rules on capital requirements and breakup plans.

Just How Unaffordable Is The U.S. Housing Market?

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Americans have been stretching their finances to buy homes since the 1970s, and this time is no different.

How 831(b) Plans Empower Small Business Self-Reliance As Insurers Exit More States

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An 831(b) plan allows businesses to set aside tax-deferred funds for unforeseen events.

Help Clients And Grow Your Practice With Behavioral Coaching

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Research has shown that behavioral coaching is one of the most important services an advisor can provide.

How To Improve Your Cyber Controls To Protect Client Assets

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Here are the steps that firms need to take to protect client assets from external threats.

What Harvard Can Learn From Olive Garden

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America's casual restaurants serve a more diverse clientele than many of America's elite universities.

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