September 30, 2014

No shooting stars

by Michael Roberge, President and Chief Investment Officer

Top portfolio managers often make the headlines — whether their strategies perform well, or as we've seen recently, when they leave their firms. Their departures can be disruptive — whether it's perception or reality. Fostering "star managers" is a cultural decision — but it's not one that often works over the long term. The best investment cultures are built on humility, collaboration and mutual respect. There are no stars — only teams, equality and a healthy exchange of ideas.

September 26, 2014

Are your clients letting these myths affect their retirement goals?


By becoming aware of some common misperceptions investors have about retirement, advisors can help them plan for and pursue a more secure future.

September 18, 2014

Who has half a bucket list?

by Bill Finnegan, Senior Managing Director, Global Retail Marketing

When most people hear the words bucket list, they undoubtedly think of all the things they want to see or do before the reading of their will. The items on a bucket list remind us of what’s really important. For me an important item on the list was running a marathon. Knowing that a full marathon would quickly lead to an early reading of my will, I settled for a half marathon. I guess you'd call that half a bucket list item. Yes, I settled for half.

September 12, 2014

Fall nuptials

by Vicky Schroebel, Director of Business Development

Did you know that October is one of the most popular months for couples to tie the knot?

Marriage presents an ideal opportunity to build your business as a family advisor. You likely have at least one valued client whose child or grandchild will marry this year. Marriage is a powerful opportunity to nurture your brand as a family advisor.

September 03, 2014

Prepare now for RMD consulting season

by Vicky Schroebel, Director of Business Development

I love seasonal prospecting ideas, as these ideas work year after year. This is actually my favorite time of year, with scores of contact, consulting and consolidation opportunities.

For example, the fourth quarter is what I call "RMD consulting season," as required minimum distributions have to be taken before year-end.

Prepare your contact plan now to leverage this season.