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  • The Robo-Ecosystem The Robo-Ecosystem

    The history, emergence and ultimate utility of digital advisory

    by Sean McDermott

    The ecosystem of “robo advisors,” or digital advice providers, has dramatically evolved over the last several years. Once viewed as Silicon Valley novelties, leading online advisors sought to disrupt the financial services industry through their low-cost, highly-transparent and digitally-centric philosophies. read more
  • A Dichotomy of Financial Feelings A Dichotomy of Financial Feelings

    Tapping into Americans’ financial hopes, dreams and fears

    by Dick Mucci

    Finances can inspire a variety of emotions…from excitement and happiness to fear and even dread. read more
  • Generation Why? Generation Why?

    True financial literacy begins with closing the gender-gap

    By Kris Yamano

    Millennials, once referred to as “Generation Y,” are poised to inherit a rapidly changing world. They are reaching adulthood in the midst of incredible technological advances and an ever-changing environment. read more
  • Build Your Business, Build Your Practice Build Your Business, Build Your Practice

    Success today demands a long-range vision for growth…with an eye toward meaningful client engagement

    by John Gautreaux, ChFC

    I believe you will agree being a good financial advisor and a good business owner are two very different things. I have always considered myself a solid financial advisor. read more
  • Smothered Dreams Smothered Dreams

    Student loan debt, not lack of ambition, besets the Millennial generation

    by Caroline Feeney

    Young adults have been accused of being irresponsible with money, spending too much on avocado toast, artisan coffee and craft beer while refusing to take on grown-up responsibilities. read more
  • Creating A Span of Security Creating A Span of Security

    Even the most sound retirement income plans encounter unforeseen financial risk

    by Michael J. McNeil, CLU, ChFC, CASL

    A secure retirement strategy is a goal most of our clients work towards throughout their professional lives. Regardless of how meticulously we plan for our clients over the decades, there are risks and events that threaten to destabilize their livelihoods and retirement income. read more
  • A Conversation with Carolyn Johnson A Conversation with Carolyn Johnson

    Holistic Planning

    by P.E. Kelley

    Marking the advent of new definitions of an advisor’s responsibility in today’s planning market, the DOL’s fiduciary ruling challenges the entire industry to clarify its rulebook for approaching, and advising, its client base. read more
  • When Businesses Retire… When Businesses Retire…

    Convincing business owner clients to plan for their own exit might require that they first start thinking of themselves as ‘expendable’

    by Herbert K. Daroff, J.D., CFP, AEP

    For most owners of privately-owned, closely-held, or family businesses, the value of their business is the largest asset in their estate. Yet, very few have an exit strategy. Why? read more
  • Two Dimensional Life Planning Two Dimensional Life Planning

    Leveraging the dual benefits of indexed UL

    by Raymond Caucci

    Indexed universal life policies can go a long way in providing clients with two critical aspects of any prudent financial plan: death benefit protection and range-bound growth in accumulated value within the product. read more
  • Stop Selling and Start Making Client-Partners Stop Selling and Start Making Client-Partners

    And create raving fans in the process

    by Dave Vick

    I’ve found that most agents in the financial services industry are “compulsive presenters.” They believe if they beat prospects up with a bunch of information about how great index annuities are, the prospect will see the error of their ways and gladly place all their money into an annuity. read more
  • Bitcoin: Interesting, Fascinating….Relevant? Bitcoin: Interesting, Fascinating….Relevant?

    The curious evolution of crypto-currency

    by Joshua Pierce, CAIA, CFP

    In a month where risk markets continued to rise, and did so in a relatively calm and quiet manner, it seemed that investors found themselves looking for interesting topics of discussion. read more
  • Longevity’s Fragile Finance Longevity’s Fragile Finance

    How Health Savings Accounts can help fund medical expenses in retirement

    By Doug Dubitsky

    Part of the way you can become a valued advisor is to provide what might be called uncommon, common advice. When you talk to your client about information that’s basic, yet makes good sense, they’ll appreciate it. You’ll gain their trust and, ultimately, their business. read more
  • Engineering Success Engineering Success

    Eight traits of highly successful advisors

    by Laurence Greenberg

    There is tremendous momentum in the independent fee-based channel. And the industry is clearly bullish on its future. As innovation disrupts the status quo, and financial advice continues to evolve, it creates new opportunities for you to transform your career and your practice. read more