solutions that work

In 1996, co-authors Adele Faber and Elaine Mazlish wrote the ground-breaking parenting bible, How to Talk So Your Kids Will Listen & Listen So Your Kids Will Talk. It’s a book about encouraging children’s cooperation through empowerment, compassion and understanding. However, the lessons apply universally and can guide the development of marketing content that resonates and

When talking about RIA M&A activity, it appears that bigger really is better. According to The Echelon 2020 RIA M&A Deal Report, larger RIAs continue to be the most coveted by professional buyers as $1B+ RIA acquisitions helped buoy the continued torrid pace of RIA deal activity in 2020. More record settingAccording to Echelon, 205

It’s been difficult to miss the media coverage of the GameStop/Reddit/Robinhood drama, which has enthralled individuals of all ages, from elementary school to octogenarian. Regardless of which side you (and your clients) are on, this phenomenon represents an opportunity to engage proactively with investors on a variety of levels.  What’s going on?Is it really David versus

This week, Horizons ETFs Management Inc., a Canada-based provider of ETF solutions, launched the world’s first ETF focused on the emerging psychedelics market. The ETF is traded on the NEO stock exchange and tracks the North American Psychedelic Stock Index, which comprises 17 North American life science and pharmaceutical companies. Growth of thematic ETFsHorizons is

There has been a lot written regarding the color purple, worn in several different shades by Hillary Clinton, Michelle Obama and Kamala Harris. One of the most discussed theories is that Democrat blue and Republican red together make purple. This is a wonderful idea suggesting unity and collaboration.   Apparently, Vice President Harris often wears the

Have you been to a museum lately? Probably not! But don’t worry, classic paintings like Girl with a Pearl Earring by Vermeer still hang safely there. In late 2019 and through 2020, Invesco launched a “Times Change” campaign that may have confused some who are worried about the Girl’s pearl earring because in the ad it was replaced with

The internet has made information sharing easy, and we’ve become a society of reviewers. We check to see what others have to say before making even the smallest of decisions, whether we’re selecting an Uber driver, a wine to purchase or a show to binge watch. If you’re a financial advisor interested in expanding your

Say the words family office or family office services, and for many in the industry, images of bill payment, tax preparation, comprehensive reporting, and other detailed administrative financial tasks come to mind. While these services are still an integral part of what a family office does for its clients, the modern family office is evolving