GeoWealth Partners with Halo, Enabling RIAs to Better Integrate Structured Notes into Model Portfolios
GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has announced a new partnership with
Adhesion Webinar Replay: Emotional Intelligence Is Your Differentiator
(Adhesion) Jeff Strese, an Organizational Development Consultant and Executive Coach who has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy examined the history & principles of EQ, the skill building needed to recalibrate and navigate the emotions of others, and effective relationship management.
Learn how to Adopt the Active Listening Mindset. Understand EQ and Emotional Hijacking:
Envestnet: ESG Heat On Electric Utility Stocks
(Envestnet) Wildfires, which can be catastrophically destructive, pose one of the greatest financial risks to utility companies, especially in the western US. In California, because of extreme drought, the risk of transmission lines igniting wildfires is particularly high. In the last five years, the state suffered 10 of the most destructive wildfires in its history, with utilities found to be the cause for most. As a result, utilities are expected to create and adhere to wildfire prevention plans.
AssetMark: Position Yourself to Check All of The HNW Boxes
(AssetMark) Every client segment has unique concerns, needs, and expectations. The high-net-worth client is no exception. For HNW clients, it’s not just about investments and account growth—it’s about what their money can do for them.
Whether it’s leaving a legacy for their grandchildren, sailing around the world, or establishing a non-profit, wealthy clients expect their money to have an impact. And they expect their advisor to know what’s important to them and help them prioritize accordingly.
Matson: When The Weight Of Retirement Planning Slows Your Clients Down
(Matson Money) In 2000, psychologists Sheena Iyengar and Mark Lepper from Columbia and Stanford Universities published a study about jams. On a regular day at a local food market, people would find a display table with 24 different kinds of jams. Then on another day, at that same food market, people were given only six different types of jam choices.