Featured Insight
10 Year-End Financial Planning Topics to Discuss with Clients
Business Insights for Independent Financial Advisors
Read up on topics ranging from practice management and marketing, to financial and estate planning, to information security, and more.
- Culture & Community
Pay It Forward with These 12 Giving Tuesday Ideas
Looking for ways to pay it forward this Giving Tuesday? We've got some ideas to help you give back.
- Compliance & Regulation
Is Something Amiss? Protecting Your Senior Clients
A client request seems suspicious. Now what? Learn how to help protect your senior clients from elder abuse.
- Wealth Planning & Investing
Retirement Planning for Veterans and Military Clients
Former and current service members have some complex choices to make in order to manage and optimize their retirement benefits. Understanding the ins and outs of their plan options is key to helping guide them toward financial security in military retirement.
Featured Topics
- Market & Economic Perspectives
Fixed Income Investment Strategies: 4 Ways to Mitigate Inflation Risk
Are your clients worried about how rising prices could affect their bond portfolios? Consider talking to them about these four ways to mitigate the risks.
- Cybersecurity & Enterprise Risk
DOL Guidance for Retirement Plan Cybersecurity
How can your retirement plan clients protect their assets and participant data from cyber threats? The DOL recommends a three-pronged approach.
- Marketing & Practice Management
Valiant Women of Commonwealth: For Staff Member Turned Advisor Joleen Yelton, Dreaming Big Pays Off
Joleen Yelton, principal and advisor of Sparks Financial Services, discusses her journey from staff member to business owner, and emphasizes the importance of having a strong mentor to provide guidance along the way.
- Cybersecurity & Enterprise Risk
Cyber Liability Insurance 101
How do you evaluate the kind of cyber liability insurance you need and the costs involved? As with many insurance questions, a logical place to start is with limits and deductibles.
- Culture & Community
5 Strategies to Advance Diversity, Equity, and Inclusion in the Workplace
Cultivating a diverse and inclusive organization is critical for firms looking to be innovative and transformative. But where do you start? It’s a journey, not a destination, and even incremental steps, made with intention, can go a long way toward meaningful progress.
- Market & Economic Perspectives
Headline Risk Vs. Real Risk
What makes a headline risk a real one? This framework could help keep our panic in check.
