May 30, 2023
Some of the most common questions clients ask advisors revolve around retirement:
New research from Dimensional addresses these questions. The study found that...
May 23, 2023
Many investors view real estate as an attractive long-term investment opportunity that plays an important role in portfolio diversification. With that in mind, Columbia Threadneedle Investments recently announced the expansion of its exchange-traded fund offerings with the launch of the Columbia Research Enhanced Real...
May 18, 2023
BNY Mellon Investment Management recently launched its latest suite of thematic ETFs, including the BNY Mellon Innovators ETF. It is managed by John Porter, who joins us today to discuss the ETF, what it means to invest in innovation, and why thematics.
The BNY Mellon Innovators ETF was created to support innovation...
May 16, 2023
Building a marketing presence is essential to the success of an advisory practice. Gone are the days of dinner seminars and cold calling. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media and text messaging. To make...
May 11, 2023
According to new research from Fidelity, just one in five advisors has an asset-weighted client age under 60. The average firm derives an overwhelming majority of its revenue from older clients, yet advisors have initiated contact with just 13% of their clients’ children. Meanwhile, despite women’s burgeoning share...