Client engagement

5 credit myths and realities Fallback Image Decorative pattern

Planning and Advice

5 credit myths and realities

Ensure your clients' children know how to maintain their credit scores.

By Staff |September 3, 2014

2 min read

How to advise your peers Fallback Image Decorative pattern

Planning and Advice

How to advise your peers

Advisors occasionally have current or former financial professionals as clients. There’s a tendency to think that because they’re insiders, they have minimal use for your advice. This worry’s usually unfounded.

By Bryce Sanders |September 2, 2014

3 min read

Make the Family Index your benchmark Fallback Image Decorative pattern

Planning and Advice

Make the Family Index your benchmark

It’s tough to compete on performance. When the stock market has a great year clients want the same, or better. They mention no-load index funds in every conversation. But when the market declines, they hold you responsible. “Yes, I like index funds, but I don’t like losing money,” they’ll say. What to do?

By Bryce Sanders |August 26, 2014

3 min read

Parents to cover half of university costs for kids Fallback Image Decorative pattern

Planning and Advice

Parents to cover half of university costs for kids

Parents plan to cover close to half (42%) of the university or college expenses of their kids.

By Staff |August 25, 2014

2 min read