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.

April is designated as National Stress Awareness Month but managing stress and the impact it can have on our mental and physical health is a year-round effort. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, offers guidance on how to take control by adjusting how we respond to the negative stressors in our lives.

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.

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.

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.

The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers. 

A scalable process for creating memorable moments that are highly personalized and timed for relevance.

Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.

The roots of burnout run deep but are usually hidden from view, making it difficult to detect in others before it’s too late. In the second post in our series, we discuss how to prevent burnout from damaging the foundation of your team.