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  • The Advisor As Financial Therapist
    The Advisor As Financial Therapist

    Helping investors get back on track… and stay focused on the long-view

    by Craig Hawley

    Americans have been sideswiped by the COVID-19 pandemic—and they’re looking for ways to get back on track. According the Nationwide Retirement Institute’s most r recent survey conducted in April, 85% of U.S. investors with investable assets of $100,00 or more say the COVID-19 pandemic has made them realize that they could do everything right and…
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  • Retirement Readiness In A Time Of Uncertainty
    Retirement Readiness In A Time Of Uncertainty

    How do you help clients prepare for retirement, when they aren’t sure when it will even begin?

    by Kelly LaVigne

    The road to retirement readiness is a long one, spanning decades of preparation and strategy development. It may have a few potholes or pit stops along the way, but ultimately, clients are cruising toward their golden years, and may even have a specific ETA in mind.
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  • A Conversation with Dave Hanzlik
    A Conversation with Dave Hanzlik

    The Art of Proactive Dissuasion

    by P.E. Kelley

    The effect of market volatility can be disorienting, to say the least, to the point where you may have to proactively dissuade your clients from altering the plans they have in place. So, it is always good practice, but more so in times of crisis, to revisit and reestablish the goals that you have established…
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  • Financial Literacy 2.0: How to Serve the “Expert” Client
    Financial Literacy 2.0: How to Serve the “Expert” Client

    Understanding the need to revisit & review the strategies of HNW planning

    by Laura Gregg

    As U.S. investors face an increasingly uncertain future amid the economic fallout from COVID-19, advisors may be looking for new ways to help clients understand how to manage their finances. Perhaps now more than ever, a client’s understanding of financial planning will be critical to maintaining one’s financial health through this unprecedented time.
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  • Keeping Your Clients: A Refocus On Retention
    Keeping Your Clients: A Refocus On Retention

    Four factors of successful customer-centered financial services

    by Eric Rosenzweig

    For several years, Capital One, a financial institution with more than 25 years of industry experience, has been releasing unique ads for its latest iteration – Capital One Cafes. The alliterative idea received its fair share of mockery for its notion of combining coffee shop culture with financial services.
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  • Crisis Consultants
    Crisis Consultants

    The changing role of financial advisors in the era of COVID-19 and beyond

    by James Russell and Matthew Billitti

    Every generation has confronted a crisis of one kind or another—the Great Depression, the 1973 oil crisis, and the subprime mortgage crisis, to name a few. Each one fundamentally changed our country’s collective behavior, and it's safe to assume COVID-19 will do the same.
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  • The New Income Protection
    The New Income Protection

    Leveraging machine learning to detect and prevent fraud in retirement accounts

    by Varun Sood

    Retirement account scams have been increasing steadily and made up 9% of non-credit and debit card fraud in 2018, up from 3% in 2017 as per a study on consumer fraud from Javelin Strategy & Research. Fraud cases have increased despite many financial institutions introducing fraud prevention solutions like two-step authentication.
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  • Life Settlements: Now, More than Ever
    Life Settlements: Now, More than Ever

    The severe downturn in the economy has shined a light on the social good of life settlements for seniors, advisors and public policy makers

    By Mike Coben

    Life settlements are gaining greater acceptance and adoption by insurance and financial service professionals than ever before. The global pandemic has shined a light on the social good that life settlements represent by providing significant new sources of liquidity and income for retirees during this difficult time.
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  • The New Worksite Solutions
    The New Worksite Solutions

    How voluntary benefits, flexible work arrangements and wellness programs can help employees thrive in challenging times

    by Michelle White

    Your clients, like businesses the world over, are battling an unprecedented pandemic. And so are their employees — many of them are finding the usual workday and work-life balance stresses being stretched to the max as they adapt to working from home, juggling home schooling and maybe even caring for sick family members.
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  • Sinking Fast
    Sinking Fast

    The threat student loan debt poses on retirement readiness

    by Laurel Taylor

    The rising costs of college and individual indebtedness have forced policymakers to consider student debt a growing threat to retirement savings. Collectively, Americans owe $1.6 trillion in student loan debt. Not to mention, it takes many borrowers up to 30-40 years to repay that debt.
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  • How Emerging Technologies Will Redefine, And Revolutionize, The Insurance Industry
    How Emerging Technologies Will Redefine, And Revolutionize, The Insurance Industry

    Engineering competitive advantages through AI, ML & IoT

    by Scott Quiana

    Many industries around the world that have incorporated emerging technologies such as artificial intelligence (AI) and machine learning (ML) to the internet of things (IoT) into their business models are already seeing significant benefits across many facets of their business.
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  • Four Factors Driving The Success Of Financial Services
    Four Factors Driving The Success Of Financial Services

    Updating the old adage ‘the customer is always right’ … the customer now knows it

    By Eric Rosenzweig

    For several years, Capital One, a financial institution with more than 25 years of industry experience, has been releasing unique ads for its latest iteration – Capital One Cafes. The alliterative idea received its fair share of mockery for its notion of combining coffee shop culture with financial services.
    read more
  • Protecting Your Clients’ Retirement Portfolios in Uncertain Times
    Protecting Your Clients’ Retirement Portfolios in Uncertain Times

    How RIAs, fee-based and fee-only advisers can help clients find stability amid market volatility

    by Doug Mantelli

    These days, workers across the globe are dealing with uncertainty in nearly every facet of their lives, from health and jobs, to the condition of the economy and their personal retirement savings.
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