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BACK OFFICE HEROES: Creating a Frictionless Onboading Experience
Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.
Commonwealth’s Record-Breaking 2022 Saw Year-Over-Year New Assets Nearly Double
How good of a year was 2022 at Commonwealth? One for the record books.
Last year, the Commonwealth Financial Network® posted the highest recruiting results...
REAL CLEAR CRYPTO: Blockchain is Changing my Business – Legal Sector
Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.
Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
By Michael Nessim and Douglas Blake, Kingswood U.S.
Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...
Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across...
While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...
MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.
REAL CLEAR CRYPTO: Did We Just Witness the Bottom for Crypto?
BTC, at time of writing, is trading above $21K & has now recovered more than 35% from its November low of around $15K. Other cryptocurrencies have seen even greater recoveries, albeit off even more dramatic declines.
REAL CLEAR CRYPTO: How Blockchain is Changing My Business – 1 of a 4...
In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...