Practice Management


Do Professional Designations Add to Advisor Credibility?

The primary reason advisors pursue a professional designation is so that the knowledge gained can help them better serve their clients. An indirect outcome of obtaining that professional designation is that it can add to an advisor’s credibility among his or her clients and the investing public at large. The degree to which these designations may add credibility rest on several factors.

The Future Series


The Past and Future of Vaccine Development

Vaccine development may be one of the most profound advances in human history. As shown by the coronavirus pandemic, science has become exceedingly skilled at developing vaccines at a pace that was unimaginable just a generation ago.

Markets and Investments


Looking Toward a Post-COVID-19 World

Since the pandemic began, prognosticators have been predicting the permanent changes that COVID-19 would likely bring to all aspects of our lives. While some predictions will be proved wrong, there is no question that, in the words of the great Bob Dylan, “the times they are a-changin’.”

Industry Trends


Millennial Financial Advisors

One of the biggest ways in which Millennial financial advisors will drive permanent change is through their high expectations for the role of technology in delivering advice and communicating with their clients and prospects. Learn more…

Work/Life Balance


April is Water Conservation Month

April was declared Water Conservation Month to highlight the importance of, and benefits gained by, conserving water. The chief concern of excess water consumption is that it can lower reservoir and ground water levels, resulting in higher concentrations of natural and human pollutants, adversely impacting fresh bodies of water.


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