Forward Momentum: Why elite teams claim their future as RIAs The RIA model is leading the growth in the wealth management industry—as billion-dollar teams redefine the landscape. See why.

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Hosting a Flawless Client Event Memorable client events don't just happen. Whether it's an in-person or virtual conference, seminar, or customer appreciation day, and whether you have three weeks to plan or an entire year, your event's success hinges entirely on the details. Read More >

Empowered by Technology Technology is supposed to make our lives easier. Real business solutions offer efficiency and simplicity, not headaches.

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Inside the Mind of the Client, Part 1 Are investors rational or irrational? Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make good investing decisions — and avoid the bad ones.

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What is the expected course of equity returns? Equity returns have reached more than 10% in recent years. Can investors expect to see such high levels again in the long-term?

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For RIAs, 2017 Is All About the Clients Advisors expect to spend more time this year on building relationships and finding new clients.

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Challenges in the ESG Environment Environmental, social and governance (ESG) investing is a topic of increasing interest, particularly among certain investor profiles. While it’s difficult to predict how changes will play out, we believe ESG investors have reasons for confidence. Read More >

Income With Impact: A Guide to Green Bonds Learn how to make an environmental impact with your fixed income allocation. Read More >

Quality and Performance Drive Choice in Variable Annuities When evaluating variable annuities for clients, advisors focus on the rating and reputation of the issuing insurance company. Get the full report. Read More >

Attitudes And Trends In Working With Multiple Generations Within One Family New options helping to bridge the gap between generations. Read More >