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Videos

Overcoming Emotional Investing Habits

Why do some investors underperform the market indices? What are some common habits you can follow to put the odds in your favor of having a better expected investment experience?

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News

Which of your adviser peers made the short list for the Community Leadership Awards?

The Invest in Others Charitable Foundation and InvestmentNews have recognized 15 advisers for their outstanding commitments to philanthropic giving and their work with charitable organizations around the globe. Read more

Blog

Challenges of Textbook Portfolio Management Theories

Published by Bob Loewens

The more time I spend in the real world of finance, the more I question the rationale of textbook theories.

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Webinars

Essentials of Succession Planning (West Region)

July 24, 2015

Not having an executable succession plan could be costing your business. Do you know how to get started with a plan? Join us for our upcoming webinar The 5 Essentials of Succession Planning: Understanding the What, Why, Who, When and How of Harvesting Your Firm’s Legacy

View webinar recording

Pete-Dabrowski-Succession-Webinar-July23

Webinars

Essentials of Succession Planning (East Region)

July 23, 2015

Not having an executable succession plan could be costing your business. Do you know how to get started with a plan? Join us for our upcoming webinar The 5 Essentials of Succession Planning: Understanding the What, Why, Who, When and How of Harvesting Your Firm’s Legacy

View webinar recording

Blog

Fear In The Market

Published by Jake Bleicher

Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and found more uncertainty and trepidation. I tuned the scaremongers out long ago; you can only cry wolf so many times. Read more

aria-don't-put-off-succession-planning-whitepaper

Whitepapers

The Cobbler’s Children Have No Shoes: Don’t Put off Planning Your Succession

Successions are complex undertakings. They can be exceedingly uncomfortable. But the cold, hard facts are that NONE of us will be running our businesses forever, and we need to plan for that inevitability.

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what's-bothering-wealth-advisors

Blog

What’s Bothering You?

Published by Randy Harrison

I recently had the opportunity to sit in on a weekly radio show where one of our Alliance Partners is a contributor. The show host wore a pair of cargo shorts with his dress shirt and sport-coat, and asked a question to each of the four business owner-contributors:  “What’s bothering you?”

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ten-areas-for-financial-advisors-to-consider

Blog

10 Critical Areas to Consider Before Partnering [Fact Sheet]

Published by Katie Grider

I once heard that Einstein said the definition of insanity is doing the same thing over and over again and expecting different results. I attributed this definition to him or for years, until recently, I found it was also credited to Mark Twain, Benjamin Franklin and even an old Chinese proverb!

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News

Is your financial advisor more sizzle than steak?

A prospect recently came to our office to compare our firm to a rival that was offering a customized portfolio. As soon as I heard the word “customized,” I was curious.

“When you say ‘customized,’ what do you mean?” I asked.

“They will buy securities for us based on our needs,” the prospect told me. Read more