Quarterly Market Commentary: Ben vs. the Waves

October 2nd, 2019 | James Battmer

Continuing to trade on the name of one our Nation’s greatest founding Fathers, lets focus our attention briefly on Benjamin Franklin: the inventor of...

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DB Plans: Now is the time

September 24th, 2019 | David Hinderstein

The low level of interest rates present a big challenge for defined-benefit plans, now and into the future, but it's not too late for plan sponsors to...

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Operations: Using Technology to Scale your Firm

September 6th, 2019 | Ashley Barb

Independent financial advisor offices have huge opportunities to improve and streamline their operations using technology.

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Marketing Your Firm: Drop the Jargon

August 28th, 2019 | Kaleena Fong
As a financial advisor, you meet with people every day. People with questions about how they are going to solve a problem or meet a need, but unless...
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Market Volatility: Focus on Facts not Headlines

August 22nd, 2019 | James Battmer

Recent volatility is yet another reminder that investors need to put things in perspective and focus on the long-term.

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RIA: Advisor Networks and Alliances

August 14th, 2019 | Vincent Morris

When it comes to ensuring an advisory firm’s long-term relevance, there’s a business-model learning curve that still has to be addressed by many...

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Together We Grow: Mergers and Acquisitions

August 8th, 2019 | Carrie Ohm

Without exception, the independent financial advisors that we talk to are looking to grow their business. We help advisor offices grow by helping...

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The reality is...

August 1st, 2019 | Brandon Cutler

People aren't saving enough. The conversations that Financial Mentors have everyday with employees, of all ages and income levels, are important to...

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Scope of protecting participant account information not clear

July 25th, 2019 | Phil Troyer

By blocking access, sponsors may actually increase chance of harm While plan fiduciaries should undoubtedly protect participants' confidential...

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Rethinking Financial Education: When Is It Effective?

July 11th, 2019 | Matt Gulseth

In 2013, I read a research paper that made our firm completely rethink the role and value of Financial Education in the workplace. The paper is...

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