Adviser Angle
Adviser Angle: Advice for Advisers
Latest
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Portfolio Focus Moves Back to Risk Management: Here's HowDefined outcome and buffered ETFs are becoming more common in adviser toolkits as market conditions call for strategies that put risk management at the center.
By Charles Champagne
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To Win HNW Clients, Consider an Unbundled Advisory ModelIndependent advisers need to clearly explain how their team combines functions with external oversight to ensure full independence for the client and the firm.
By Jeremy Green, CFP®, CTFA, CLU®, CEBS®, AEP®, EA, MSFS
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Why Active ETFs Can Give Advisers and Clients the EdgeIn a crowded market, active ETFs stand out as a versatile solution, generating income and growth for clients, while retaining flexibility for advisers.
By Nicholas W. Puncer, CFA®, CFP®
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A Case for Staying Independent as an RIA on Your TermsPrivate equity firms promise capital, tech and talent, but do those resources come with strings that could change how you serve your clients and run your firm?
By Shannon Larson
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How Google AI Tools Can Give Financial Advisers the EdgeIf your advisory firm uses Google Workspace, you're in a good position to adopt its AI tools to boost productivity and cut costs, with some key provisos.
By John O'Connell, MBA
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Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
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Old Annuities Carry Untapped Potential for You and Your Clients: Here's WhyAnnuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.
By Jake Klima
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From ETFs to Direct Indexing — Why It Makes Sense to Move Across NowETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.
By Paul R. Kenney Jr., CFA®
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Why Financial Advisers Will Benefit as Google Shakes Up Financial ResearchGoogle's free, AI-powered financial research platform is going up against established providers, giving advisory firms more options for research and analysis.
By John O'Connell, MBA
