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Hiring diverse candidates

As the workforce becomes more diverse, financial services organizations need to adapt. Learn why hiring diverse candidates is essential for your business’s success.

5 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Advanced Markets

Spotlight

Diversity,

Change &

Growth

Advanced Markets

Greater Diversity, New Opportunities for Financial Professionals

As the U.S. population becomes more diverse, it’s important for financial professionals to adjust. Here’s a closer look at how you can better understand different cultural groups and learn to grow your client base.

25 min listen

Advanced Markets

How to work with diverse clients

Understand the goals, needs, and practices of growing segments of the U.S. population—Latinos and Asian Americans.

4 min read

Advanced Markets

Financial Planning for Latino Clients

Grow your client base by learning how to help Latino investors build their wealth and reach their financial goals.

5 min read

Advanced Markets

Financial professionals should build relationships with Asian American investors

Asian American investors represent a large opportunity for financial professionals.

5 min read

See more Advanced Markets

Practice Management

Spotlight

Organize,

Strategize

& Energize

Practice Management

How financial professionals can target millennials

Millennial investors may be hesitant to work with financial professionals. Learn about the barriers and how to overcome them.

5 min read

Practice Management

LoMo: The Longevity of Money

This research-based workshop teaches financial professionals how to talk to their clients about retirement income spending and common retirement challenges.

5 min read

Practice Management

The Keys to Understanding Women Investors

Struggling to retain female clients? We can help. Listen to our new podcast series that dives into the major issues women investors are facing today including divorce, widowhood, caregiving, and small business ownership.

Listen to four episodes

Practice Management

How going digital helps financial professionals

From going paperless to video conferencing, digital tools are an essential part of doing business. Find out how it helps your practice and learn how to do it.

5 min read

See more Practice Management

Market Insights

Spotlight

Ideas,

Inspiration

& Success

Market Insights

What’s in SECURE Act 2.0

SECURE Act 2.0 is still a work in progress, but it may make it more attractive to include annuities as part of retirement planning.

5 min read

Market Insights

What is a recession? And is the U.S. in one?

High inflation and economic downturn have many people wondering if the U.S. is in a recession, but it’s a complicated answer. Read to find out more.

3 min read

Market Insights

Rethinking the 4% rule for retirement spending

Inflation and market uncertainty are causing anxiety. In a new interview, the creator of the 4% rule says now might be the time to adjust retirement spending habits.

5 min read

Market Insights

The Rule of 120

Rising interest rates may have your clients rethinking the Rule of 120. Find out how fixed index annuities can add balance to your clients’ portfolios.

5 min read

See more Market Insights

Thought Leadership

Spotlight

Listen,

Learn &

Grow

Thought Leadership

The Virtual Advisor Crash Course

Best practices for continuing to maximize the use of Zoom Skype, WebEx—and more—to keep client relationships strong.

4 min read

Thought Leadership

A Producer’s Guide to Crypto

If your clients are interested in investing in cryptocurrency, you need to have the answers. Read through this guide to get brought up to speed.

15 min read

Thought Leadership

Leadership in the Face of Adversity

Hear General David H. Petraeus as he shares his ideas on leadership and what’s needed to make tough decisions in the face of adversity.

50 min watch

Thought Leadership

Successful Retirement Income Planning

Wade D. Pfau, Ph.D discusses how different retirement income tools can be combined to build more efficient retirement strategies.

55 min watch

See more Thought Leadership

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