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Jul. 24, 2023

Flexible Plan: Do Investors Only Have Two Settings?

Whether you are talking to portfolio managers, researchers, financial advisers, or marketing experts in the financial-services industry, the conventional wisdom seems to be that investors are motivated primarily by two emotions: greed and fear. And maybe there's intuition as well. But does "trusting your feelings" ever work?

Jul. 24, 2023

AssetMark: How to Get Started With TAMPs

You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s next? How do you get started? What should you expect in the onboarding process? No matter who you pick, this document will help.

Jul. 24, 2023

Dynamic Advisor Solutions: The Importance Of Culture For The Client Experience

The essence of culture, however, is that everyone in the firm believes the same key ideals: Everyone needs to sing from the same hymnal. Everyone needs to share the same message, no matter who you talk to within the organization, regardless of position or title. And that’s integral to having a customer service-centric firm that cares about its people.

Jul. 24, 2023

Morningstar Investment Management: Charts for Client Conversations | Artificial Intelligence, Fed’s Direction, Real Estate Troubles, & More

Every good TAMP partner will provide you with plenty of strong client communications and educational support. Morningstar obviously has one of the deepest reservoirs of commentary on every aspect of the global market environment. Here are a few pictures that can juice any investment conversation . . . and a few words to get things started.