Perspectives

Explore our thought leaders’ latest insights and ideas.

Pain for the Shopping Mall is Gain for the Consumer

Pain for the Shopping Mall is Gain for the Consumer

We’ve all witnessed the recent deterioration of retail stores in America. For decades, department stores were the lifeblood of shopping in the U.S., but now many Sears, JCPenney, and Macy’s locations sit shuttered and in disrepair.
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Garnering the Trust of Clients for Over 36 Years

Garnering the Trust of Clients for Over 36 Years

Helping others first is the heart and soul of Mark Davis’ work in private trust. He reflects on the benefits of establishing a trust, while sharing his own life experiences.
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New Year, New You: Improving your cyber health

New Year, New You: Improving your cyber health

As we consider important New Year’s resolutions for 2018, one idea rises to the top among personal priorities: resolving to better protect ourselves against cybercrime.
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Giving Back Can Be the Best Reward

Giving Back Can Be the Best Reward

Doing work that matters: Individual Investor Group Vice Chairman Andrew Crowell shares his biggest motivator and other tips learned throughout his successful career in finance.
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6 Social Security Strategies and Lesser Known Facts

6 Social Security Strategies and Lesser Known Facts

Many of us feel we know the basics of Social Security, but did you know there are hundreds of different ways to claim you benefits? While we can’t cover all of them, we can offer strategies to help keep your retirement goals on track as you progress into this new life stage.
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Remembering People First Opens the Door to Opportunities

Remembering People First Opens the Door to Opportunities

As newly minted COO of a dynamic business unit, Skyler Bloxham reflects on lessons learned with practical application for anyone striving to succeed.
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Tap and Go: Life in a cashless society

Tap and Go: Life in a cashless society

Have you ever envisioned a future where your wallet or purse has become substantially lighter due to lack of monetary contents or perhaps a future where you don’t even need to carry a wallet at all? That future may be closer than you think.
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Busyness a Sign of Success?

Busyness a Sign of Success?

We’ve all heard the lament and most likely have verbalized it ourselves. When you ask about a colleague’s well-being, you often hear how busy he or she is. And not just busy, but really busy. Our busyness has become a point of pride, perhaps as a subtle way of demonstrating our value. In many ways, busy has become synonymous with success.
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Socially Responsible Investing Begins in the Boardroom

Socially Responsible Investing Begins in the Boardroom

Socially responsible investing (SRI) is becoming an increasingly important topic as investors evolve their thoughts on which corporate attributes will deliver above-average returns for shareholders. In fact, Pension and Investments recently reported that market share for SRI funds in Europe accounts for over 50 percent of assets under management, indicating an increasing willingness for investors to make SRI allocations within their portfolios.
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Lessons Learned from Top Women Advisors

Lessons Learned from Top Women Advisors

In an industry of approximately 300,000 financial advisors nationwide, women financial advisors are still few and far between. In 2016 only 16% of advisors were women, according to research firm Cerulli Associates, although the number could be increasing. Why such underrepresentation when women are expected to control two-thirds of the nation’s wealth by 2030, and are already the primary breadwinners in almost half of American households?
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