Resources to help you strengthen your business.
Practice Management Resources
Three Tax-Management Charts Every Advisor Should Study in 2018
These charts are particularly relevant to the tax landscape of 2018., and Mark Spina, Head of Advisor & Intermediary Solutions at Russell Investments, believes advisors who care about taxes should take a few minutes to understand them.
How RIAs Can Embrace Technology To Enhance Personal Touch
Find out what heavy-hitting RIAs are using technology for and what software components go into the technology stack for the most successful advisors.
Equity Investing Across Cycles
There are many highly qualified, thoughtful and astute investment managers who have decades of experience and investment acumen which they bring to bear. However, managers are constrained by the boundaries of their mandates, and it is important to understand how these constraints may hamper a manager’s success.
New Department of Labor Guidance a Positive Development for Responsible Investing
FFAB 2018-01 seeks to clarify rather than change the existing DoL guidance on the appropriate way to integrate ESG factors in evaluating investments for in ERISA plans.
Are Millennials and ESG the Perfect Match?
In recent years, adoption of environmental, social and governance (ESG) investing has accelerated in part due to momentum from key industry organizations such as the Principles for Responsible Investment, availability of better ESG data and tools, and demand from the next generation of investors called millennials.
Rise of Responsible Investing Reflects Issues of the Day
Today, clean energy, human rights and corporate transparency concerns are among the issues drawing strong investor interest.
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
While advisors should not offer tax advice, understanding how the 2017 Tax Act could affect your clients is paramount.
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.
The Future of Model Access and Delivery
Discover what the future holds for model access and delivery and learn how third-party model platforms will help
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).