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How to Hone in on the Ideal Life Insurance Product for Your Clients

As an advisor, life insurance can be an integral part of an overall wealth management plan and it’s vital that you are able to quickly dissect a client’s life events to help steer them towards the proper life insurance product.

3 Mutual Fund Minefields and How RIAs Can Avoid Them

Step on the first of these and its game over. Step on the other two, you risk losing an account and damaging your reputation. Fortunately, these land mines are easy to detect when you do right by your client.

A Diverse Portfolio is a Key Tool for RIAs to Serve Their Clients

Whether you talk to an accountant, an insurance agent, a stock broker, or an independent investment advisor, there is one thing they are likely to agree on when it comes to building an investment portfolio—the importance of diversification. As an RIA, this means the more investment choices you have to choose from the better.

Benefits Of Adding Insurance Products To Client Portfolios for Registered Investment Advisors

For RIAs cross-selling insurance products like life insurance, long-term care insurance, hospital insurance and disability offers opportunities to increase revenues and protect clients’ interests.

7 Benefits of Variable Annuities in your Clients’ Portfolios

Variable annuities have several advantages, including tax-deferred status and the promise of guaranteed, lifetime income for your clients. Here are 7 benefits to consider for RIAs.

5 Strategies for Managing Client Retirement Portfolios

The primary objective of retirement planning is to provide clients with a comfortable lifetime income and a legacy for their beneficiaries. Given the risks investors face today, it helps to have access to a broad range of investment and insurance products.

4 Alternative Investments You Don’t Want to Miss

With the stock market volatility that characterized 2018 expected to continue this year, interest in alternative investments is rising. PKS Investments shares four opportunities for creating attractive returns and diversifying portfolios that RIAs don’t want to overlook.

Combining Charity and Investment

Today’s investors are much more likely to consider the social and environmental impacts of their investments and a new class of social impact bonds is emerging in the United States. Are you prepared to help clients evaluate the options?

6 Red Flags for Evaluating Portfolios

One of the most effective ways to win over a new client is to show them weaknesses in their current portfolio that need correcting. Here are 6 red flags to look for in that initial review.

4 Benefits of Open Architecture for Independent RIAs

4 Benefits of Open Architecture for Independent RIAs

In the world of wealth management, most firms operate under two basic structures: open and closed architecture. As an independent Registered Investment Advisor (RIA), it’s important to understand the difference.