Harnessing the Power of Intrinsic Motivation for HNW Clients
Joining a co-ed soccer league. Learning to say beautiful words in Italian. Improving your woodworking skills. Starting a garage band with the neighbors. Re-reading all the Harry Potter books in order. What do all of these things have in common? They’re fueled by intrinsic motivation. According to Healthline, intrinsic motivation is “the act of doing […]
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending variety of choices across stocks, bonds, and much more. But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing […]
3 Things You Should Know about the FIRE Movement
You’ve likely heard of it, but may be asking yourself what FIRE actually is, and if it makes sense within your financial future. As the Millennial and Gen Z generations continue to shift their perspectives on work and happiness, the Financial Independence, Retire Early (FIRE) movement has… well… been spreading like wildfire. Here are three […]
Personalization: An Imperative With Ultra High Net Worth Clients
As clients become more discerning with their expectations for service and personalization, it’s no surprise that highly coveted Ultra High Net Worth (UHNW) clients may be even more so. UHNW clients have a myriad of options where to invest their assets and the nuances of each relationship matter. Hyper-personalization can be a powerful driver when […]
Impact Investing: Target Your Environmental and Social Goals Through Your Investments
Investors can use their money to try to make a difference on causes that are important to them. People are increasingly recognizing they can use their savings and investments to do good in the world. They have embraced ethical investing and are letting their morals and principles guide their decisions about where to put their […]
Four Things You Didn’t Know About Direct Indexing
You’ve heard of direct indexing, and some supporters have gone so far as to say it’s the future of investing. While it’s largely accepted that personalization is critical, what does direct indexing really mean, and how can a smaller practice achieve it at scale? It’s no secret that over the last decade, passive investing has […]
What Investors Need to Know about ESG
You’ve heard about ESG, but you’re not sure how to align your beliefs with your investments. Investors with a leaning toward purpose as a motivator aim to find a deeper sense of meaning in where they put their money, and ESG funds may be a great way to express a purpose-based financial personality. In this […]
What, really, is ethical investing?
As an investor, you have the power to ensure that your investments align with your beliefs and principles. Returns, while critical, are often not the only priority many investors have today. Increasingly, people who are purpose and viewpoint-driven are also focused on ethical investing and finding opportunities to do so without having to sacrifice returns. […]
Personalize or Perish: Why Personalization is Key for Financial Advisors
Personalization is key to compete in a crowded marketplace. While personalization was once a “nice to have,” providing a personalized wealth management has become essential to remaining relevant in a competitive marketplace where clients expect more than ever. For financial advisors, the stakes are even higher. As investors are increasingly turning to new robo technology […]
How Positive Psychology Is Moving From The Fitness Industry To Financial Services
What can the financial services industry learn about loyalty and engagement from the world of fitness? More than you might expect. The fitness industry, specifically brands like Peloton and Noom, have embraced the principles of positive psychology to change the way people approach working out and weight loss. Instead of considering fitness a means to […]