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ETFs can provide straightforward access to broad asset-class exposure for the building the foundation of a diversified portfolio. Keep up to speed on the ETF market with insights, resources and more. Sponsored by @CharlesSchwab Asset Management
Tips and ideas for how to best interact with clients over the holidays, provided by Matt Oechsli.
In the @Inside ETFs podcast, Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events. LISTEN:
Sending clients a personal message that acknowledges the reality of the past year shows them you get it, writes Corgenius' @Amy_Florian .
Penny Phillips@ThrivosLLC , co-founder and president of Journey Strategic Wealth, discusses with Mark Bruno@brunz99 the keys to creating sustainable growth and the evolution of options now available to independent advisors.
BUILDING YOUR BEST ADVISORY PRACTICE: From building your team to planning for growth – the best advisory practice is the one that helps both you and your clients thrive. Sponsored by @Schwab4RIAs
Congratulations to @CarsonGroupLLC ’s Jamie Hopkins @RetirementRisks , winner of the INDIVIDUAL RIA FIRM LEADERS: Thought Leader of the Year category of the 2021 Wealth Management Industry Awards. #WMIA21 #Wealthies
For the first time in 60 years, the SEC is overhauling advertising rules that will allow advisors to use endorsements and testimonials in online marketing. The rules are complex. This flowchart will help advisors keep ads in compliance.