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DECEMBER 30, 2020

BUSINESS PLANNING

The Broker Protocol Celebrates Its Sweet Sixteen

Jeremy A. Cohen, J. Scott Humphrey and Erik W. Weibust

Should I stay or should I go?

FULL ARTICLE

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TECHNOLOGY

How a Disjointed Workflow Hinders Advisor Productivity and Growth

Rich Napolitano

The average financial plan takes an advisor more than 15 hours to produce.

FULL ARTICLE

SPONSORED CONTENT

AI Lead Generation: The Future of New Business Development

Sponsored by American Portfolios

Employing AI lead generation can help advisors grow their business more effectively than ever before.

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RETIREMENT PLANNING

Five Safe(r) Places to Invest Client Assets

Kevin McKinley

Low-risk options for those willing to settle for low reward.

FULL ARTICLE

EXCLUSIVE RESEARCH

ESG and Diversity & Inclusion Strategies: A Look Ahead

Sponsored by Federated Hermes

Research shows ESG and Diversity & Inclusion strategies are increasingly important to the next generation of clients—and firms are taking notice.

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ESTATE PLANNING

2020 Year-End Estate Planning: Planning in a Time of Uncertainty

Luke Harriman and Gregg M. Simon

This unsettled environment will reward sophisticated, flexible and proactive estate planning.

FULL ARTICLE

SPONSORED CONTENT

Leverage the Latest in Speech Recognition Software to Stay Competitive

Sponsored by Nuance Communications

A new generation of technology lets you spend less time on reports and more time on what matters: your clients.

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