EQUITY INVESTING ACROSS CYCLES
How economic cycles impact equity investing and which mutual funds to use for each part.
THOUGHT LEADERSHIP
EQUITY INVESTING ACROSS CYCLES
Equity Investing Across Cycles examines the implications of the economic cycle on equity investing, the types of investment styles and approaches currently employed by managers, and which approaches are more likely to be favored in different market environments, cycles, and cycle phases.
Our research team explains why they have multiple recommended mutual funds for the same asset class and which funds should be used for each part of an economic cycle.
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12 QUESTIONS TO ASK BEFORE BUYING A PRACTICE
What are the most important things to consider when buying a financial advisory practice.
12 QUESTIONS TO ASK BEFORE BUYING A PRACTICE
When buying a practice, asking the right questions up front can make all the difference. Prepared by The Oechsli Institute, this white paper uncovers the most important things to consider when buying a practice, including:
- Whether both practices are compatible
- How to handle the transition with clients and staff
- The support needed to carry out the integration
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WHAT SHOULD YOU EXPECT FROM YOUR BROKER-DEALER? | SUMMIT
Review this checklist of items and expectations designed to help you choose the right broker-dealer for your business and your clients.
10 QUESTIONS BEFORE SELLING YOUR PRACTICE
When selling a practice, asking the right questions up front can make all the difference. Prepared by The Oechsli Institute, this white paper uncovers the most important things to consider when selling a practice, including:
- Your reasons for selling and financial implications
- How to transition yourself, your staff, and your clients
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PUTTING LINKEDIN TO WORK FOR FINANCIAL ADVISORS | SUMMIT
Use these techniques to spread your reach finding new clients, while strengthening relationships with your current clients and centers of influence through LinkedIn.
AVOID THE PAIN WHEN CHANGING BROKER-DEALERS
To ensure a smooth transition as you make the switch, it’s critical that you do your homework. You and your clients’ needs depend on it. Our guide explores what you should know to help you determine the pros and cons of a future business partner, including:
- How to find out about the broker-dealer’s regulatory history
- The level of impact that upfront and signing bonus money may have on your practice
- How to ascertain the firm’s level of resources and support
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LEARN IF A HYBRID RIA IS RIGHT FOR YOUR BUSINESS | SUMMIT
Many advisors are using the RIA hybrid model, explore both the benefits and drawbacks of the hybrid RIA model with your own Independent RIA.
WHAT SHOULD YOU EXPECT FROM YOUR BROKER-DEALER?
According to InvestmentNews, each year, approximately 9,500 investment professionals leave their broker-dealer relationship for another one. And while financial advisors typically spend a significant amount of time exploring what a new firm can do for them, they seldom spend sufficient time exploring the dedicated resources that the potential new firm has for moving their business efficiently. Our paper offers a checklist of items designed to help you choose the right broker-dealer for your business, including:
- Researching the firm’s internal culture and character to make sure it aligns with yours
- Knowing the extent of their compliance oversight for both you and your clients
- Accessibility to products and services for your clients
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A FINANCIAL ADVISOR’S GUIDE TO SOCIAL MEDIA | SUMMIT
Financial advisor need to embrace the use of social media. Explore the best practices for using social media and the best content to use as part of your strategy.
PUTTING LINKEDIN TO WORK FOR FINANCIAL ADVISORS
If you’re not already on LinkedIn, you should be. And if you’re not separating yourself from the pack by knowing the answers to the most commonly asked LinkedIn questions asked by financial advisors—you aren’t getting the most out of this free and invaluable tool.
In this guide from The Oechsli Institute, you’ll discover advanced techniques to spread your reach finding new clients, while strengthening relationships with your current clients and centers of influence. You’ll learn:
- How to make it easier to keep track of your connections
- How to get the most out of LinkedIn groups
- How to use LinkedIn for cold prospecting
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We take your privacy seriously — by clicking the send button above you are signing up to receive marketing communications from Summit via email. If at any time you would like to unsubscribe or update your profile and preferences, you can do so by contacting us directly.
You can view our website privacy policy (PDF).
LEARN IF A HYBRID RIA IS RIGHT FOR YOUR BUSINESS | SUMMIT
Many advisors are using the RIA hybrid model, explore both the benefits and drawbacks of the hybrid RIA model with your own Independent RIA.
LEARN IF A HYBRID RIA IS RIGHT FOR YOUR BUSINESS
With the popularity of the RIA hybrid model on the upswing among financial advisors, many broker-dealers are leveraging the model to spur growth and retain advisors. But what exactly is attracting advisors to this hybrid platform? This white paper, prepared by The Advisor Center, explores the various factors contributing to this phenomenon as well as the benefits and drawbacks of this model, including:
- How the platform can help financial advisors better serve their clients
- Which advisors should consider practicing under the platform—and which ones shouldn’t
- How client demand plays a factor in fueling the hybrid growth
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We take your privacy seriously — by clicking the send button above you are signing up to receive marketing communications from Summit via email. If at any time you would like to unsubscribe or update your profile and preferences, you can do so by contacting us directly.
You can view our website privacy policy (PDF).
A FINANCIAL ADVISOR’S GUIDE TO SOCIAL MEDIA | SUMMIT
Financial advisor need to embrace the use of social media. Explore the best practices for using social media and the best content to use as part of your strategy.
A FINANCIAL ADVISOR’S GUIDE TO SOCIAL MEDIA
Eighty-one percent of financial advisors use social media for business, up from 75 percent in 2014. This significant amount of growth indicates that social media should no longer be considered an option but a necessary tool to help grow your business. As a financial advisor, you will need to embrace the latest communication channels or risk losing relevance to today’s investors. This guide from InvestmentNews explores the best practices for using these channels and delves into the type of content to use as part of your strategy. You’ll also learn:
- Which social media networks offer the most opportunities to enhance your business
- Why establishing a robust profile and interacting on LinkedIn is a must
- How to showcase your experience and thought leadership to clients and prospects through posting
By clicking send you are agreeing to the terms below.
We take your privacy seriously — by clicking the send button above you are signing up to receive marketing communications from Summit via email. If at any time you would like to unsubscribe or update your profile and preferences, you can do so by contacting us directly.
You can view our website privacy policy (PDF).