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Gates Divorce and Lessons for Financial Advisors

What lessons can the Gates divorce teach financial advisors? According to Investment News, Bill and Melinda Gateses divorce is the largest division of assets by a couple- ever.  “…clocking in at an estimated $146 billion, according to the Bloomberg Billionaires Index. The split of the Gateses’ assets will outpace the…

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Don’t Ignore Millennial and Gen Z Clients

  Don’t ignore Millennial and Gen Z client markets, according to Financial Advisor Magazine, “Surface-level commentary obscures the important differences—and similarities—between generations. And the risks of getting millennials and Gen Z wrong couldn’t be higher. These generations are too big and too important to misunderstand or reduce to stereotypes. Millennials…

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NAIFA Congressional Conference: May 25-26

NAIFA’s Congressional Congress is a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings and tips for developing impactful long-term relationships with legislators. The May 25 session will include a briefing from NAIFA’s Government Relations team and feature…

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Listen to client stories, but also tell them yours

In addition to listening to their clients’ stories, financial advisors should share their own, Diane Manuel of Urban Wealth Management writes. Providing personal details helps advisors strengthen relationships with clients and makes them more relatable, she writes. Full Story: Financial Planning online

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Passive equity funds overtake active counterparts

Assets in US index-based equity mutual funds and exchange-traded funds exceeded assets in active stock funds for the first time in August, after years of growth for passive investment. The shift represents a milestone for the financial industry. Bloomberg

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Registration for csbEnvision8 now open

The Premier National Conference for Jewish Life Insurance Professionals Registration Now Open! New highlights to the annual csbEnvision conference include Industry leading AALU & MDRT organization to be represented at csbEnvision8 The csbEnvision Award csbEnvision SPEAKS The AMI LIFE PLANNING ISSUE a joint project by Ami Magazine & csbEnvision ​ www.csbEnvision8.com…

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Survey: More than one-third of advisors see themselves as financial planners

A survey from Practical Perspectives found 36% of financial advisors identify themselves as financial planners to current and prospective clients. The survey also showed 60% of advisors see finding new business as their biggest future challenge, and 48% said they need more support to boost business growth. InsuranceNewsNet Magazine online…

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Specialization can help boost referrals, expert says

Specialization can help boost referrals, expert says Niches and mini-specializations can be “effective differentiation tools,” helping advisors “become more referable,” writes Michael Kitces of Pinnacle Advisory Group. Advisors who have a specialization can develop targeted marketing plans to reach their desired audience, he writes. Financial Planning online (9/10)

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More communication from advisors needed in a volatile market

Financial advisors should consider the current volatile market climate when considering how often to communicate with clients and err on the side of overcommunicating, writes AssetMark’s Michael Kim. He notes that it’s important for advisors to consistently provide context for market fluctuations and personalize interactions. InvestmentNews (tiered subscription model) (8/6)

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April 24th Self-Directed Power Lunch Recap

Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Tuesday April 24th 2018,  co-host Leizer Gewirtzman, CPA ChSNC (Financial Advisor and Chartered Special Needs Consultant at Mass Mutual) did a superb job addressing questions related to financial planning for a family member…

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