Wealth Planning & Investing
Wealth Planning & InvestingDo You Need a CPWA Certification to Serve HNW Clients?
Learn what getting a CPWA certification involves and how this credential could help you fine-tune the skills needed to serve HNW clients.
10.19.22Estimated Reading Time: 5 Minutes
Wealth Planning & InvestingYear-End Financial Planning Topics to Discuss with Clients
Want to make your year-end financial planning discussions with clients as productive as possible? Our nine-point checklist can help.
10.11.22Estimated Reading Time: 7 Minutes
Wealth Planning & InvestingReluctant to Outsource Investment Management? You Shouldn't Be
Today’s outsourcing options have become a game changer for many advisors. We break down the myths versus the reality of using this powerful strategy to elevate your business.
06.24.22Estimated Reading Time: 5 Minutes
Wealth Planning & InvestingBringing the 60/40 Portfolio Back to Life
With the Fed poised to push interest rates higher, and inflation at the highest levels we've seen in decades, investors may be wondering whether the 60/40 portfolio should be abandoned for an alternative approach. Here's an argument in favor of staying the course.
04.22.22Estimated Reading Time: 6 Minutes
Wealth Planning & InvestingHow to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.
02.16.22Estimated Reading Time: 5 Minutes
Wealth Planning & InvestingElevating the Financial Security of Your Single Women Clients
Single clients have different financial planning needs than couples do—and this can be especially true for women.
01.26.22Estimated Reading Time: 7 Minutes
