Advisors Ranking of National Conferences
A just-released survey shows that advisors are not quite ready to attend in-person conferences following the 16-month pandemic hiatus. When they do, smaller conferences that offer networking opportunities will gain share relative to the custodian-sponsored national mega-events. And advisors are tired of hearing from high-priced political speakers.
Nicholas Burns on Healing the Political Divide
American history teaches that we can rise above our deep political divide, according to Nicholas Burns. The U.S. rose to independence based on the “power of ideas,” he said. Lincoln put the country together after a divide far deeper than what we face today, and FDR led the country to victory in its most difficult war. Those challenges were infinitely more difficult than what we face now, Burns said.
Greg Valliere: What the Last 48 Hours Means for Trump
News from the last 48 hours had a significant impact on the chances President Trump will be reelected, according to Greg Valliere. Moreover, although Valliere doesn’t expect the impeachment proceedings to end in Trump’s conviction, there are two scenarios that could change that outcome.
The Best Practices of Fast-Growing Advisory Firms
Lisa Salvi is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. In this interview, she discusses her research that identified the best practices of the fastest growing financial advisory firms.
Neil Hennessy: The Case for Japan and Energy Stocks
Neil J. Hennessy is portfolio manager and chief investment officer at Hennessy Funds, where he personally manages or co-manages six of the firm’s funds. In this interview, he discusses his outlook for the market and the economy, and why he thinks Japanese and energy stocks are exceptionally attractive.
Charitable Giving Opportunities Under the New Tax Law
Kim Laughton is president of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. In this interview, she discusses how advisors and their clients can take advantages of the changes in the new tax law.