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Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Philanthropy
3 Ways to Incorporate Philanthropy into a Conference
Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important business contacts, just to name a few. Today, there are thousands of conferences for every type of business. To make yours stand out, conference hosts must excite, offering an immersive experience along with important information.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
Retirement
What volatility means for retirement plan participants
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Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Philanthropy
Five Reasons to Share Your Story with Invest in Others
Share your story as a nominee for the Invest in Others Awards. You’ll inspire others and, believe it or not, yourself.
Sustainable Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
Philanthropy
How Charitable is the Financial Industry?
Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches into those pockets in the name of charity.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
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After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Client Life Events
5 Money Tips for Freelancers: How to Declare Freedom From the 9 to 5
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As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.