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Video

Wednesday, July 24, 2024 FPA Live

FPA Live with Nicole Casperson of Fintech is Femme

Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.

Research / Report

Tuesday, July 16, 2024 Dimensional Fund Advisors

Measuring the Costs of Index Reconstitution: A 10-Year Perspective

Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.

Video

Wednesday, July 10, 2024 FPA Live

FPA Live with Jeff Bush of The Washington Update

Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.

Video

Tuesday, July 9, 2024 FPA Live

FPA Live with Paul Reynolds of Money.com

Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.

Video

Monday, July 1, 2024 FPA Live

FPA Live with Mike McMeans

Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.

Guide

Monday, June 24, 2024 Universal Financial Consultants

The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning

Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.

Research / Report

Tuesday, June 18, 2024 Dimensional Fund Advisors

Indices Acting Active: Index Decisions May Be More Active than You Think

Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.

White Paper

Thursday, June 13, 2024 Modern Life

The End of Noncompetes: Alternatives for Employee Retention

With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.

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.

Guide

Friday, April 19, 2024 Universal Financial Consultants

Discover the Key Differences Between Trusts and Wills

As a seasoned financial advisor, you understand the significance of trusts and wills in protecting and controlling wealth. However, delving deeper into these strategies can unveil a world of possibilities for effectively managing estates and maximizing benefits for your affluent clientele.

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