Practice

Discussing subpar performance with clients

The old adage that “It’s not what you say, but how you say it” holds true when speaking to clients about returns.

By Keith Pangretitsch |October 31, 2014

4 min read

Is Gen Y worth the effort?

There’s a lot of discussion around the unique needs and preferences of Gen Y. Is it worth the effort to get them in into your book?

By Bryce Sanders |October 31, 2014

3 min read

5 items regulators focus on when you’re audited

Perform an internal review so you’re better prepared for an audit. Here’s what regulators look for.

October 31, 2014

4 min read

Sustainable Withdrawal Rates of common drawdown strategies

Help reduce the probability of clients running out of money in retirement

October 31, 2014

11 min read