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March 21, 2019
Comfort or Confidence: How to Tell Which You Provide

By Steven J. Atkinson

Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... Read more

Practice Management

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January 29, 2019
What’s on your mind? Addressing Three Common Investor Questions

By Jonathan Scheid, CFA, AIF

In 2017, global markets moved up most of the year, but that surely wasn’t the case in 2018. In fact, we haven’t seen that type of volatility in U.S. markets for some time. In this article, we’ll... Read more

Investing / Volatility

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January 11, 2019
Let Your Clients Tell You How You Can Deliver a Better Experience

By Nishant Pandya

In 2017, the second annual Investor Feedback Survey gathered opinions from nearly 19,000 clients of advisors across over 400 firms globally. The feedback provided insight into many aspects of a c... Read more

Practice Management

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January 9, 2019
Hiring Decisions That Can Help You Grow Your Business

By Alicia Temmerman

Growth has been a key priority for advisors over the past five years. And with 10-12% growth rates1, it’s not surprising that advisors are trying to determine the optimal staffing approach. Our 2... Read more

Practice Management

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January 4, 2019
Talk to Your Advisor

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

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December 26, 2018
Ho, Ho, Horrible Holiday Investing Myths

By J. William G. Chettle

Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas.  H... Read more

Investing

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December 19, 2018
Combine Baking Cookies With Painting in This Fun Holiday Activity

By Karen Parker

One of my favorite Christmas traditions is baking cookies and delivering them to friends. My Mom started doing this with me when I was very young, and I have continued the tradition with my child... Read more

Practice Management

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December 11, 2018
Tools to Help Realize Your Year-End Charitable Giving Goals

By Jada Diedrich

As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more

Financial Planning

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December 7, 2018
Who’s on Your Expert Team?

By Vince Crivello

Like many people in the U.S., I’m part of the sandwich generation, which the Pew Research Center defines as adults aged 40-59 sandwiched between parents who are older than 65 and their minor chil... Read more

Practice Management

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November 29, 2018
Why Combining Factor Premiums Makes Sense

By Sheldon P. McFarland

In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more

Investing

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