Adviser Angle
Adviser Angle: Advice for Advisers
Latest
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From ETFs to Direct Indexing — Why It Makes Sense to Move Across Now
ETFs 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 Research
Google'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
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3 Questions That Reveal the Best Age to Take Social Security
The Social Security decision should reflect how clients want to spend, withdraw from wealth and experience retirement. Here's how advisers can find that out.
By Matthew Sommer, PhD, CFA®
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Investing in Farmland: A Scarce Asset With High Potential
Investing in farmland can offer a natural hedge against inflation and positive returns with lower volatility, driven by rising food demand and new technologies.
By Jeff Carlin, CFA®
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Are You Ready to Go Upmarket? What Advisers Need to Know
If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
By Ben Sullivan, CFA®, CFP®
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New to Advising Ultra-Rich Clients? How to Rethink Your Firm
Working with ultra-high-net-worth families doesn't mean rebuilding your firm, but offering advice that is structured, empowering and intentional. Here's how.
By Jeffery Coyle
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Why Venture Investing Could Be a Win-Win for Family Offices
Families who built wealth over generations know a thing or two about entrepreneurship and are uniquely qualified to help start-ups tackling global challenges.
By Steven Thayer
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How Financial Advisers Can Really Help Families in a Crisis
In the middle of a crisis, financial advisers who help families slow down, clarify roles and communicate effectively can deliver their greatest value.
By David Conti, CPRC
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Build Relationships, Build Your Brand, Build Your Business
These proven strategies foster loyalty, trust and advocacy while boosting retention, referrals and your brand's impact.
By David Franzke
