CFAW Business Hub

Guide

Tuesday, May 14, 2024 Commonwealth

5 Steps to Tailoring Estate Planning Strategies

No two clients are alike, and neither are their estate planning needs. Digging into the intricacies of each client’s situation is key to tailoring solutions that align with their goals and values.

Research / Report

Monday, April 15, 2024 Dell Technologies

The Next Now: How to Become an Innovation Leader in the Age of AI

Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.

eBook

Thursday, April 11, 2024 C2P

Advisor Career Path & Compensation Models

Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.

Infographic

Thursday, April 11, 2024 Commonwealth

7 Ways to Position Yourself to Serve High-Net-Worth Clients

As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?

On-Demand Webinar

Monday, March 11, 2024 C2P

Win Business Through Tax Management

Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.

Guide

Tuesday, February 13, 2024 Commonwealth

Recruiting and Mentoring Next-Gen Advisors: A Q&A With Commonwealth

Are you eager to secure long-term growth for your practice? If so, consider adding a next-gen advisor to your team. It’s a strategic move that can open new doors to both client and revenue growth.

eBook

Thursday, February 8, 2024 C2P

How to Increase Your Competitive Advantage with Tax Planning

If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!

Guide

Monday, January 29, 2024 FIN Compliance

A Guide to Compliance Management for Financial Service Firms

Empowering the FINServ Community to delegate Compliance, Training, and Audit work in the Cloud.

Guide

Wednesday, January 10, 2024 Allworth Financial

Transition Planning: The Integrator and Aggregator Difference

Choosing a partner for the next phase of your business just might be one of the most personally complex decisions of your professional life. When seeking a transition, knowing your options can help save you time, energy and money.

Guide

Wednesday, January 10, 2024 Commonwealth

How to Embrace M&A and Leverage Inorganic Growth

The road to M&A is fraught with questions. Whether you’re a solo advisor or part of a large enterprise firm, we’ll walk you through M&A planning best practices that will help you leverage inorganic growth in any stage of your business.

eBook

Monday, December 11, 2023 CFA Society Washington, DC

Handbook of Artificial Intelligence and Big Data Applications in Investments

While many still see AI and big data as a threat, we at CFA Institute have consistently advocated “AI + HI (human intelligence)” as the winning formula for successful financial institutions in the future.

eBook