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Does Professional Guidance Improve Financial Well-Being? (Part 2)

  • October 3, 2023
A Note on Causation vs. Correlation Innumerable metrics can be used to measure an individual’s current and future financial status and well-being. In…
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Does Professional Guidance Improve Financial Well-Being?

  • September 21, 2023
How much is financial guidance worth? This is a question I’ve received countless times from stakeholders across financial services. They want to…
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Why Advisors Should Focus on Podcasting

  • September 11, 2023
Digital marketing is an essential aspect of any financial advisor’s business strategy. With the proliferation of digital media channels, it’s more critical than ever to…
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A Summary of Proposed Rule 206(4)-11

  • November 28, 2022
Background On October 26, 2022, the SEC released Proposed Rule 206(4)-11, which would require advisers to conduct due diligence prior to engaging a 3…
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QAIB Frequently Asked Questions (FAQ)

  • March 11, 2022
How Much Does QAIB Cost? The Full Study price is $975 (preorder and save $180) and includes a Derivative Works license to use data in customized…
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QAIB Glossary

  • March 11, 2022
Quantitative Analysis of Investor Behavior Terms Explained For purchasers of DALBAR’s Annual Investor Behavior Study, QAIB, terms used in the…
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Adviser Marketing: Standing Behind Endorsements

  • February 10, 2022
What Does the Adviser Marketing Rule Cover? The SEC recently published new rules on adviser marketing that became effective in May of 2021. The new…
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Adviser Marketing: A New Day for Testimonials

  • February 10, 2022
Financial Adviser Marketing Breaks out of the Stone Age The arena of adviser marketing has historically been approached conservatively, and with good…
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Adviser Marketing: What’s an Advertisement?

  • February 10, 2022
The SECs New Adviser Marketing Rule The SEC published new rules on adviser marketing that became effective in May of 2021. The new rule brings…
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4 Quick Observations on the DOL’s Proposed ESG Rule

  • October 14, 2021
Today, the Department of Labor published its proposed rules on ESG investments and proxy voting within ERISA plans. The proposed rule is entitled, “…
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