Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in the next 12–24 months. Advisors who offer a consolidated, specialized...
Category: Financial Planning
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Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways Something significant is happening in the high net worth (HNW) space. According to PwC, 46% of HNW investors […]
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Unlock More of Your Clients’ Retirement Assets with AssetMark’s Self-Directed Brokerage Accounts (SDBAs)
Today’s investors expect more from their retirement portfolios. They want more control, better personalization, and smarter strategies that fit their goals. Many are looking to their financial advisors, not only their plan sponsors, for guidance. In Schwab’s national 401(k) Participant Study, nearly three quarters of workers said they…
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Client Acquisition, Client Experience, Client Relationships, Clients, Financial Planning, Practice Management, Wealth ManagementBeyond Resolutions – How to Improve Your Practice in 2026
“You don’t look like your goals; you look like your habits.” I don’t know who said that first, but it stopped me cold when I heard it the first time. I think about it every year around this time when I see people trotting out their new year’s…
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Expanding Your Impact: Year-End Charitable Giving Strategies with Donor-Advised Funds
As the year draws to a close, many clients enter the traditional “giving season” with an eye on both their financial plans and their charitable goals. Year-end is a prime time for financial advisors to help clients review their philanthropic priorities and maximize available tax benefits before December…
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Private Markets Unlocked: 5 Myths and Misconceptions
Public market volatility and ongoing economic uncertainty make it challenging for advisors to build resilient, diversified portfolios. That’s why more financial professionals are turning to private markets to find new avenues to capture the drivers of long-term growth.
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Private Markets. Unlocked. How Mind Over Markets Shapes Investment Outcomes
Many of you know I had the great fortune to grow up in San Diego during the ’70s and ’80s. For some people, those years were all about mega-malls, Walkmans, and neon leg warmers. But for me, it was always about the ocean. The endless horizon and the…
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Estate Planning, Financial Planning, HNW/UHNW, Investment Management, Next Generation, Tax Management, Values-Driven Investing, Wealth ManagementTrust Departments and Wealth Firms Collaborating on Client Solutions
As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer meets their needs. They seek broader diversification, smarter tax strategies, and long-term support to manage family wealth. Clients want portfolios tailored to their…
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2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch
The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has returned about 6.2% so far this year.1
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Smarter Tax Strategies with Direct Indexing
Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom line.
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Tax Optimization Strategies for a Changing Financial Landscape
In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax optimization isn’t just a strategy; it’s a way to position yourself as the advisor clients rely on to protect and grow their…
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How to Position Tax Planning as a Value-Added Service for Financial Advisors
Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are one of the most significant factors impacting long-term investment outcomes, yet many clients don’t realize the value of proactive tax strategies. By offering…
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Year-End Charitable Giving Strategies for HNW Clients
As December 31 approaches, many people turn their thoughts to charitable giving. Whether the impetus is related to spending down an anticipated year-end bonus, maximizing tax incentives, honoring a loved one for the holidays, or part of an overall giving plan, this time of year can be one…
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Business Operations, Business Planning, Client Experience, Estate Planning, Financial Planning, Growth, Investment Management, MarketingWhat Are You Reading? The Financial Advisor Book List
In the dynamic and ever-evolving world of finance, staying ahead of the curve is paramount to financial advisor success. While it may be only anecdotally true, an old adage claims that “not all readers are leaders, but all leaders are readers.” Generally, professional development can enhance critical thinking,…
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Client Acquisition, Client Experience, Client Relationships, Clients, Financial Planning, Investment Management, Practice Management, Values-Driven Investing, Wealth ManagementThe Intersection of Investing and Faith
Though faith-based investing isn’t a new concept, many investors aren’t aware that they can align their investments with their religious values. For investors, designing an investment strategy that aligns with the principles and teachings of their religion and promotes positive change presents an enticing opportunity.
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Cash Solutions, Client Acquisition, Client Experience, Client Relationships, Clients, Financial Planning, HNW/UHNW, Investment Management, Market Insights, Market Volatility, Practice Management8 Lessons Learned From the 2008 Recession That Are Applicable Today
No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar: