According to a 2022 study from Cerulli Associates, ensuring multigenerational wealth transfer is one of the most significant concerns affecting advisors today.* The same study found less than half of advisors (42%) offer intergenerational planning despite the potential $72.6 trillion wealth...
In the world of investing, one of the important decisions investors face is how to allocate their capital across different asset classes and strategies. Two common approaches are value investing and growth investing. Value investing focuses on undervalued stocks with solid fundamentals, while...
Building a team is one of the most common challenges for advisory firm owners who have grown to the point where they need additional staff to maintain a good client experience. However, hiring the right team requires work and doesn’t happen overnight. In fact, it is much like developing a...
Help acquire more clients and achieve greater confidence in your growth goals with a defined marketing strategy. Creating and implementing a Marketing Plan is a critical aspect of any successful advisory business, and this is the time of year to start planning your 2025 marketing focus....
When it comes to evaluating the performance of investment portfolios or individual stocks, the terms alpha and beta often come up. These two metrics are crucial for assessing risk and return, but their role in understanding downside outperformance—the ability of an investment to perform better...
Have you ever received a question from a client about what would happen if something happened to you? Industry statistics suggest you did not have an answer. Industry studies have revealed that many financial advisors lack formal continuity and succession plans. For example, a survey conducted by...
When it comes to building wealth, most investors focus on two key concepts: asset allocation and asset location. These two strategies are crucial to managing risk, optimizing returns, and ensuring that your portfolio is aligned with your financial goals. While they may sound similar, asset...
