A Brief History of Alternative Investments
How a closer look at the rise of alternative investments may help expand your clients' portfolios.
A Brief History of Alternative Investments
How a closer look at the rise of alternative investments may help expand your clients' portfolios.
One Metric is Signaling Caution About Stocks Right Now
As U.S. stock indices hit all-time highs, one important metric says that equities may be getting overvalued.
2024 Alternatives Outlook – Survey Results
CNL surveyed financial professionals to find out their thoughts on non-traded alternatives. Here’s what they said.
What a Five-Star Restaurant and a Financial Professional Have in Common
A menu. A comprehensive menu of services can help convey all the ways you help clients—and potentially attract new clients as well.
The Basics of Alternative Investments
Alternatives have been growing fast as an asset class. To help your clients make sense of them, here is an overview of the basics.
Succession Planning: 10 Nonlegal Questions You Must Ask
To make a successful plan, financial professionals need to be prepared for the hard questions to get the right answers.
What Institutional Investors are Optimistic About Right Now
Amid high-interest rates, recession threats, and market volatility, it helps to understand how institutions are building portfolios.
Prepare Clients for the Future by Preparing for the Unexpected
World-changing surprises can happen overnight. The best time to help prepare clients is now.
What Your Clients Need to Know About Maximizing Social Security
Social Security is a key part of retirement planning—and it needs to be part of the planning conversations you have with your clients.
Two Flavors of Private Equity: Direct Investing Versus Fund of Funds
For some investors, deciding to invest in private equity is only the first step. They still need to determine the right approach.
Helping Your Clients Prepare for a Life Crisis - Before it Hits
Bad things happen, and a lack of planning makes those situations harder. Here’s how you can help your clients plan for the unimaginable.
Top 5 Ways to Grow Your Practice in 2023
As the market goes sideways and client assets level off, financial professionals need to develop their practices the old-fashioned way.
The Science Behind Better Decision Making
Investors can be their own worst enemies. Behavioral economics explains what goes wrong—and how you can help clients avoid missteps.
What Buffett’s Favorite Indicator Says About the Market Right Now
Even after a steep correction, one metric with a solid track record says that equities may still have not fallen back to historical trends.
Six Ways to Manage a Hybrid Workplace
As hybrid work becomes the norm, it’s tougher to ensure that all employee voices are heard. Here are six steps that can help.
Where can you find value in the markets today?
With the markets near historic highs, it’s more important than ever to consider other investment options.
An Equation for Non-Traded Alternatives: Potential Growth Along with Income
Pigeonholing alternative investments into the “income only” category ignores some of the potential gains from asset appreciation.
Building Client Relationships Across Generations
Your future clients are the children of your current clients.
How Real is the Inflation Threat?
For decades, inflation has been the least of investors’ concerns. But the golden era could be coming to an end.
Want to Retain Clients? Show Them Some Love.
As robo-advisors and passive investments gather momentum, the best way financial professionals can compete is to rely on the personal touch.
The Next Challenge in Financial Planning: Digital Assets
For many people, digital assets are completely unorganized. That can complicate estate planning, so here’s how you can help.
The Buffett Indicator Suggests Stocks May be Overvalued
The Buffett Indicator compares total stock market value to GDP. Right now, it’s signaling caution.
Reassuring Clients in the Next Phase of the Pandemic
Trust between financial professionals and clients is always important. During a health crisis, it’s even more critical.
The Benefits of Private Capital for Businesses and Investors
Some aspects of traditional private equity have a negative connotation. A differentiated strategy, called private capital, can create value for both companies and individual investors.
The New Era of Alternative Investments
The alternatives market has evolved dramatically in recent years. Here’s what your clients need to know.
The Changing Rules of Data Privacy
The changing landscape of data privacy—and how your firm can keep pace.
Private Capital: An Investment Strategy for a Volatile Market
Amid uncertain equities markets, there is an investing strategy that makes some of the potential advantages of traditional private equity available to individual investors.
Still Working from Home? Give Yourself a Home-Field Advantage.
Some financial professionals occasionally may need to work from home for the foreseeable future. Here’s how to set up a home office for success.
In the Current Market, Clients Want You to Listen
When financial markets are scary—like now— you can often help your clients the most by simply listening to them.
How Financial Professionals Can Capitalize on Social Media
Maybe you’re a technophobe, or maybe you have 10,000 Instagram followers. You can always get better at using social media to generate leads.
Standing Out From the Pack
If you don’t have a clear idea about how you create value, your clients (and any potential clients) won’t either. Here’s how to start.
Why Work-Life Balance is a Lie
Just about all of your clients struggle to get everything done in their lives. You probably do too. But, balancing everything just isn’t possible. Here are three ways to get more realistic about what you can accomplish.
Three Key Aspects of Succession Planning for Financial Professionals
Financial professionals make a living helping their clients prepare for the future. So why aren’t they more proactive about their succession planning within their own firms?
Three Ways to Strengthen Your Firm’s Brand
Do your clients understand how your firm is different? If not, they don’t have a real reason to work with you.
Big Data is Watching You
As trading markets grow more complex, the SEC increasingly relies on analytics to spot suspicious activity. Here’s what financial professionals need to know about the process.
What fighter pilots know that could help your practice
The military’s four-part “OODA Loop”—observe, orient, decide, act—can help you keep a clear head and make fast, accurate calls, regardless of what happens with the market.
Helping Clients Understand the Key Milestones for Non-Traded Alternatives
You can help your clients make more informed decisions about non-traded alternatives—and avoid surprises—by talking through key stages in advance.
Seven Tips on Developing a Social Media Strategy
The best financial advisors use social media to stay in contact with clients, increase their reach, and win new business. Here’s how.
PR Like the Pros—Five DIY Tips for Financial Professionals
Public relations doesn’t have to be painful or expensive. Learn do-it-yourself strategies to help grow your client list.
Helping Clients Understand the K-1 Tax Form
Some clients may be new to certain tax forms. By helping to demystify the process, you can strengthen their relationship with your practice.
Three Ways for Financial Professionals to Beef Up Their Cybersecurity
If you don’t protect your clients’ sensitive financial information from hackers and other online threats, nothing else you do for them matters.
Get Big Feedback With Little Surveys
The right strategy can help you gain valuable client experience insights.
Why Successful Companies are Choosing to Stay Private and How Investors Can Adapt
Regulations and market volatility mean that growing companies are staying private longer — or potentially never listing on the public markets. That shift has real implications for individual investors.
Map Your Way to a Better Client Experience
A client experience map is the first step toward creating raving fans of your practice.
Smoothing the J-Curve
Read about a unique private equity strategy that may help smooth the J-curve.
