Practice Management

The Role of ETF Strategists: What They Do and How They Can Help

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

Emotional Intelligence – A Tool for Financial Advisors

Successful leaders from various fields show exceptional emotional intelligence – these traits can also enhance financial advisors’ client relationships.

Direct Indexing Allows Investors to Create Custom Portfolios

Direct indexing portfolios can be customized to maximize after-tax return, align with personal values, or pursue specific investment objectives.

Target HNW Clients with Individualized Index Strategies

The tax-efficiency and customization options available with direct indexing may be particularly attractive to high net worth investors.

Raise the ETF Tax Efficiency Bar with Direct Indexing

ETFs are more tax-efficient than mutual funds, but for tax-sensitive investors, direct indexing may be an even better solution.

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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition

The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.

6 Insights About Millennial Investors

Our research reveals why assumptions about Millennial investors may be all wrong.

  • August 27, 2019
Investor Sentiment 10 Years After the Global Financial Crisis

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

  • November 16, 2018
Winning Trust: Individual Investor Survey

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.

  • September 26, 2017