Resources to help you strengthen your business.
Practice Management
Becoming a TOP ADVISOR at Your Financial Institution
While there are many paths to success, examining the traits and day-to-day activities of top advisors can give you a considerable advantage when structuring your team and implementing best practices.
Planning for Clients After the 2017 Tax Act
This analysis seeks to capture the most salient provisions of the Act that may affect the financial planning and interests of clients.
A Financial Advisor’s Guide to Blockchain, Bitcoin and Cryptocurrencies
As more such projects and applications emerge, the world of blockchain and the complex technology fueling it are likely to continue capturing attention. Taking the time to understand the enthusiasm and technology behind this latest craze will not only help you answer client questions, but also prepare you for the future.
Quarterly 2Q18 Tactical Asset Allocation
Please enjoy a Quarterly 2Q18 Tactical Asset Allocation review from Washington Crossings Advisors, a wholly owned subsidiary of Stifel Financial Corp. (NYSE-SF).
Inside the Minds of Wealthy Women
Inside the Minds of Wealthy Women focuses on women with more than $1 million of net worth, their financial decision-making and what they think about their own futures, and the futures of their children.
How to Develop Loyal Affluent Clients
In this white paper, you will learn how affluent investors define loyalty, what makes them loyal and what, if anything, persuades them to switch financial providers.
Lessons Learned from Top Women Advisors
The financial advisor profession can be a rewarding, albeit challenging, career path. We asked some of our own successful women financial advisors about their experiences in the industry and working in what is often perceived as a nontraditional field.
Embracing Volatility
Asset allocation is the most powerful way to balance the risk and return of an investment portfolio, and it is important for investors to work with their advisor to ensure that their asset allocation is appropriate given their risk tolerance.
What Investors Should Know About the Tax Cuts and Jobs Act
The new Tax Cuts and Jobs Act (TCJA), signed into law in late 2017, makes extensive tax law changes that affect individuals, businesses and corporations.