Financial Advisor Essentials

A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.

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For Advisors Looking for Next Generation Clients: It’s a Matter of Trust

The greatest intergenerational transfer of wealth in history is underway. As a financial advisor,...

Is the Era of Index Funds About to End Badly?

In February 2019, the Standard & Poor’s 500 index hit a new high, less than two months after one...

How To Create Your Own Guaranteed Pension

Many people struggle with choosing a retirement income strategy that assures they will not outlive...

Why Advisors Need to Offer Private Equity to Their HNW Clients

One of the key lessons of the 2018 investment year is that extreme volatility can wreak havoc on...

Someone’s Making a Big Bet on a Border Wall

Steven M. Sears, StratiFi’s chief investment officer, recently focused on some of the key...

Now is not the Time for Advisors to Cut Back on Their Marketing

In 2018, volatility in the stock market returned with a vengeance, catching most investors and...

What Does Your Online Presence Say About Your Advising Business?

You have an online presence, either intentionally or unintentionally, or both. Go ahead and ...

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