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Human Capital
The Inherent Value of Diversity
This piece is approved to use with clients.
The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth.
Leveraging Technology & Data
Disruption Accelerated
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Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
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Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Leveraging Technology & Data
Secrets
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Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
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Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Leveraging Technology & Data
A Tale of Two Billboards
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Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.