by Katie Kuehner-Hebert | May 20, 2020 | Advisor Interviews
Financial advisors step up during the shutdown Financial advisors step up during the shutdown The COVID-19 pandemic and resulting stay-at-home orders have significantly impacted how financial advisors are interacting with their clients. Many of their...
by Katie Kuehner-Hebert | Mar 4, 2020 | UpClose
Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...
by Katie Kuehner-Hebert | Feb 19, 2020 | Advisor Interviews
Capitalizing on niches Capitalizing on niches The combination of niche targeting and active portfolio management provides many advisors with a competitive edge. Advisors who endorse active portfolio management have carved out a distinctive niche for...
by Katie Kuehner-Hebert | Oct 30, 2019 | UpClose
Why Use Active Management? Why Use Active Management? Financial advisors share how their overall active management philosophy has handled months of wild swings in the market, as they strive to keep clients’ investment portfolios—and emotions—on track....
by Katie Kuehner-Hebert | Jul 17, 2019 | UpClose
Industries across the spectrum are now finding ways to leverage artificial intelligence to better serve their customers—the financial-planning industry is no exception. Artificial intelligence (AI) has garnered much the same reaction in the...
