Financial Adviser Center
Goals-based Investing: Now Available!
The wealth management industry has changed quite a bit over the last couple of decades and will likely change considerably in the decade to come. In his new book, Tony Davidow makes 10 predictions about the decade ahead.
Innovations in Private Markets
Private markets have historically been the exclusive domain of large institutions and family offices, due to accreditations standards, high minimums, and limited liquidity. But that's changing, according to Tony Davidow, CIMA, author of Goals-based Investing.
The Role and Use of Alternative Investments
The savviest investors are making significant allocations to alternative investments, according to Tony Davidow, CIMA, author of Goals-based Investing.
Sustainable Investing: Taking the Lead on Education and Implementation
One of the biggest trends across the financial services industry has been the growth of sustainable investing, in both the number of products and the asset growth over the past couple of years.
Incorporating Active and Passive Strategies
What's the best way to manage a portfolio? Our expert Tony Davidow looks at both passive and active strategies and models that use both.
Challenging Modern Portfolio Theory
Wealth advisers need an expanded set of investment options to meet their client’s goals and objectives, writes Tony Davidow, CIMA, author of Goals-Based Investing.
How Advisers Can Add Value by Embracing Their Role as a Behavioral Coach
Wealth advisors can add considerable value by embracing their role as a behavioral coach. according to Tony Davidow, CIMA, author of Goals-based Investing.
5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage
Five financial metrics that can be used to analyze the pros and cons of unlocking home equity.
The Future of Wealth Management
The wealth management industry will transform over the next decade, and advisors will need to evolve their practices to meet clients’ goals, according to Tony Davidow, CIMA, author of Goals-based Investing.
The Evolution to a Wealth Advisor
The role of advisors has evolved considerably over the past several decades, from stockbroker to financial advisor to investment consultant to wealth advisor, according to Tony Davidow, CIMA, author of Goals-based Investing.
The State of the Financial Services Industry
The financial services industry, according to Tony Davidow, author of Goals-based Investing, is at a key inflection point, with a number of trends shaping the future of advice, including fee compression, the rise of passive investing, disruptive technology, the need for advanced education, and the lack of practice diversity.
Goals-based Investing: Who is It For?
Tony Davidow, CIMA, author of Goals-based Investing, discusses who would benefit from reading his book.
Why I Wrote My Book… Why Now?
The financial services industry has experienced a rapid transformation over the last decade and Goals-Based Investing examines the implications of this transformation.
Adding Value with the College Savings Conversation
With a simple, but impactful, four-step process, advisers can engage their clients with the college savings conversation.
The Value of CFP Certification to Female Advisers
Kevin Keller, CEO of CFP Board, discusses the key findings from Aite Group's recent research report, Building a Diverse Practice: The Value of CFP Certification to Female Advisors.
Retirement Daily Learning Center: Why Would an Adviser Talk with Their Clients about a Reverse Mortgage?
In the Retirement Daily Learning Center webinar, Matt Curfman of Richmond Brothers, Don Graves, author of The Retiree's Guide to Housing Wealth, and Ed Slott, author of The New Retirement Savings Time Bomb, discuss how reverse mortgages can be used for long-term care costs, as a bridging strategy, for risk and tax management, and mortgage management.
How to Protect Your Client and Firm From the Risks of Diminished Capacity
What are the realities, opportunities, and risks of diminished capacity for the financial services industry? In this video, Chris Heye, the founder of Whealthcare Planning, discusses basic steps that firms and advisers can take to more effectively identify and protect at-risk clients - thereby protect themselves.
What Financial Advisers Need to Know About the American Rescue Plan Act
Jamie Hopkins of the Carson Group explains what financial advisers need to know about the American Rescue Plan Act - as it pertains to their clients.
2020 Year-end Tax Planning Strategies
John Nersesian, PIMCO's Head Of Advisor Education, discusses in this Retirement Daily Financial Center video actionable strategies for clients.