Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clien
[Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a “must-have” technology to power a more engaging and competitive adviso
“ You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver’s life apart…This book will help families overcome objections that relegate extended care planning to stressful crisis planning.”
[The goal of a market-neutral investment strategy is to preserve portfolio value while delivering sustainable growth that is uncorrelated to the market.
[Investment management strategies can be created and fashioned to meet specific investor needs. An interesting example is how option income strategies can be tailored to High-Net-Worth (HNW) individuals and families.
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities.
[Professional investment management has always been challenged to validate and rank investment ideas, develop rule-based risk management, and design, test, and execute advanced investment strategies in their portfolio management and optimizati
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