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EDITORS' PICKS
Our editors’ top articles from the last quarter.
Outsourcing active management: A competitive advantage for advisors
Outsourcing investment management gives advisors access to active investment strategies, risk-mitigation tools, and more time for clients and business growth.
Adapt and thrive: 8 trends that will impact advisors in 2025 and beyond
Industry changes, evolving client expectations, and new tech are compelling advisors to adapt and innovate. Here are eight key trends to watch this year.
How long can the AI-driven bull market last?
Studying growth and market cycles of past innovations offers insight into the long-term potential of emerging tech, a key driver of U.S. economic growth.
Skip the resolutions: Goal setting that works for clients’ financial futures
Advisors can better help clients meet their goals by using risk-managed, goals-based strategies that minimize behaviors that may derail an investment plan.
Turning referrals into clients through targeted third-party marketing
Advisor Rusty Woods credits the SmartAsset referral program for improving client acquisition by connecting him with clients seeking financial guidance.
TOP VIEWED
The most-read articles over the last quarter.
How understanding technical analysis can benefit financial advisors
For advisors offering clients actively managed portfolios, a strong grasp of technical analysis enhances their ability to evaluate sophisticated strategies.
The sum of all our investing fears
FOMO, a theme in financial news, is only one side of what may be the most powerful emotion in investing. Fear is always present in risk-based decisions.
Is government spending inflationary?
Stimulus bills passed by Congress increased government spending. A sharp rise in inflation followed. Is government spending to blame, or how it’s financed?
The behavioral challenges to long-term wealth building
Addressing behavioral errors throughout the investment process can improve plan adherence, risk-adjusted returns, and long-term wealth building.
What new presidents historically mean for markets
After an initial period of post-election optimism, presidential cycle patterns show that markets tend to struggle in the first year of a new administration.
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The best-performing articles on social media over the last quarter.
5 proven client acquisition strategies for advisors and RIAs
Capital Group shares five proven strategies to help advisory firms address client acquisition challenges and build a more systematic growth approach.
Empowering clients to ‘lead their best lives’
Advisor Kevin Gotts educates clients to view money as a means to support their values and aspirations, guiding them to strive for their best lives.
Walking the walk as a holistic financial planner
The value of financial planning can go beyond traditional parameters, as holistic planners increasingly also serve as life and wealth coaches.
Implementing strategies for financial freedom
Advisor Tony Capitano focuses on a transparent, efficient planning process to help clients achieve financial freedom.
Helping clients understand and effectively address risk management
Advisor Rod Amicone educates clients throughout the planning process—helping them build strategies to mitigate risk.
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Developing new clients through educational retirement-planning seminars
Kevin Gotts is the cofounder of Alpha & Omega Financial Solutions and has over 30 years of experience in the financial-services industry. His firm offers a full range of financial, retirement-planning, and wealth-management services.
Mr. Gotts says that an effective tool for introducing new clients to his firm is an ongoing retirement-planning seminar program aimed at individuals aged 50 to 70 in his local area. Mr. Gotts is the primary presenter. His daughter Stephanie, a financial advisor at his firm, assists him in the program.
The program consists of two three-hour sessions held at a local college. Attendees pay a nominal fee for the program and receive a textbook that complements the course content with examples and illustrations. At the end of the program, attendees—individuals or couples—are offered a complimentary follow-up consultation with either Mr. Gotts or his daughter to review questions or discuss broad financial goals.
Mr. Gotts says attendance at the seminars has always been strong, and he enjoys sharing his years of experience with members of his community. He says attendees enjoy the interactive lecture format where participation and questions are encouraged.
The course covers eight comprehensive topics:
- Life planning for retirement
- Retirement needs and expenses
- Retirement roadblocks and mistakes
- Retirement income sources
- Retirement plan distributions
- Investments
- Risk management and asset protection
- Estate planning
