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White Paper
Build a Stronger Portfolio: Insights on Global Asset Allocation for Financial Planners
Tuesday, November 12, 2024 Dimensional Fund Advisors Unlock essential strategies for effective, diversified asset allocation to meet the diverse needs of your clients.
Guide
Optimize Your Client’s Wealth with Tax Loss Harvesting
Thursday, October 17, 2024 Dimensional Fund Advisors A practical guide to minimizing tax impact and enhancing portfolio performance.
Research / Report
Measuring the Costs of Index Reconstitution: A 10-Year Perspective
Tuesday, July 16, 2024 Dimensional Fund Advisors Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.
Research / Report
Indices Acting Active: Index Decisions May Be More Active than You Think
Tuesday, June 18, 2024 Dimensional Fund Advisors Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.
Infographic
7 Ways to Position Yourself to Serve High-Net-Worth Clients
Thursday, April 11, 2024 Commonwealth 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?
Research / Report
Embracing Multifactor in Emerging Markets
Monday, February 12, 2024 Dimensional Fund Advisors Learn how our multifactor solutions in emerging markets have captured the size, value, and profitability premiums and added value vs. comparative indices.
Guide
7 Reasons Business Owners Use Premium Financing To Retain Capital
Thursday, November 2, 2023 Universal Financial Consultants Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.
Guide
7 Key Risks to Avoid in Your Financial Advisory Practice
Wednesday, August 23, 2023 Commonwealth Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability.
Guide
Identifying Inflection Points in Your Business
Tuesday, May 30, 2023 Commonwealth Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.
Guide
A Blueprint for Building an Enduring Practice
Monday, April 24, 2023 Commonwealth What your business needs to thrive now—and for many years to come.
Guide
How to prepare for an ESG Audit
Tuesday, March 21, 2023 YourStake This step-by-step guide is essential for Financial Advisors when they get requested for an ESG audit by the SEC, and shares key examples and phrases to use to help build comprehensive and complete answers to an SEC audit process.
Guide
The Ultimate Retirement Income Planning Guide for Advisors
Wednesday, February 22, 2023 Commonwealth Our free download helps you prepare your clients for the next phase of their life.