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A new study found evidence that being named a top financial advisor can lead to increased assets under management. Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses the implications of these findings for financial professionals.

Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts. Michael Futterman, Head of Knowledge Labs® Professional Development, outlines six considerations that are critical to establishing a healthy team dynamic.    

Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.

Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals – even in the most challenging market environments.

Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.

Lindsay Troxell, Senior Director, Knowledge Labs^® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.

Direct indexing and personalization used to be available only to ultra-high-net-worth investors, but technical advances and more widespread computing power are rapidly bringing those offerings to smaller investors.