BCG Blog - Advisors

ESG has long been a hot topic for advisors working with individuals. Now, new research shows that institutional investors are prioritizing ESG in their decisions too. But there are concerns about what qualifies. Here’s what you need to know to help your institutional clients.

The Inflation Reduction Act may have had many financial advisors worried. That’s because one iteration of the legislation proposed significant changes to Section 1063 of the tax code. We thought it was important to dig in a little bit to the proposed changes and the history of them.

As the Wall Street Journal says, “Great meetings are small, fast, and don’t involve status updates.” So how can you get to great? Here are a few key tips.

Is there an upside to inflation? We found three areas where investors could benefit from inflation’s impact on the economy.

Your current search for marketing data may overlook your intangible assets. Here’s a deep dive into why playing on your intangible assets can help you.

You could be doing all of your recruitment right, but still fall short on hiring. Many employers fail to focus on how the interview process informs candidates about company culture and lose networking opportunities for the almost-right candidate.

Looking for a way to lighten up your stress? The experts all suggest delegating more of your to do list. We know it’s easy. But one task you can delegate to others is building your prospect database.

41% of advisors report communicating more frequently with clients. Now may be a prime time to sharpen your listening skills with these tips.

While RIA acquisitions may be slowing in 2022 after the unusual heat of 2021, the proliferation of them may have some advisor groups wondering if merging may be worth thinking about. When considering any major business move you should always consult with your advisors. While you await their calls, here are a few things to think about when thinking about mergers.

Alternative investments seemed like a hot take on surviving market volatility during the pandemic. With low barriers to entry and high liquidity, cryptocurrency may have seemed like a smart choice. What now for clients who may be seeking alternative investments in a post-crypto world? It may be as simple as reviewing the basics, like life insurance.

Worldwide, the increase in startup companies in 2020 increased 26.9% over the last decade. Whether you are one of those companies starting fresh in 2022, or you work with many of them, there are a few clear key points in what can help make an entrepreneur successful. The clearest of them involves scaling deep versus scaling up and owning your knowledge gaps. Here’s more of what we mean.

The Department of Labor has announced a major change to its process of assessing requests for exemptions from prohibited transactions. This change could impact fiduciaries, those who serve plans, and others who may need to monitor the potential for prohibited transactions.

When employees returned to the office from the months or years locked in WFH, they discovered sad coffee cups, lonely plants and their undying hatred of the office printer. With employees working from home, they may have lost the tolerance they had for the minor tech issues that your office worked on or around. Now may be the best time to assess your technical debt.

The revolution may not be televised, but adding videos to your prospecting plans may feel like a total transformation. If you are looking for new ways to boost your prospecting efforts, you may want to consider adding videos. Here are a few things to keep in mind.

New legislation about the US Postal Service may seem like a huge benefit to investors and fiduciaries. But a deeper dive into the recent changes, as well as the USPS’s requests leading up to them, may in fact result in longer mail times, not shorter ones. Here’s what to know.

Hearing about factor rotation a lot lately? So are your clients. Here’s what they might really be asking you about.

Commodities had their best year in more than a decade, but a client’s interest in them may be based on more than rate of return. Here’s what clients may need to hear about emotional investing and commodities.

A new study released this winter should ring warning bells for any advisor as investors report trading more frequently, increasingly buying alternative assets and turning to social media for advice.

New research shows that gender diversity in leadership does more than ensure fair representation. It may also change how companies think. That in turn may explain why companies that are more gender diverse outperform their less diverse counterparts. Is it time to keep an eye on Female-Led Indexes?

Emotional Intelligence is one of the best skills a financial advisor has. It draws in clients and helps retain the best employees. Advisors, like anyone else in a leadership role right now, may be feeling that those skills have been tapped dry. Here’s a refresher on using emotional intelligence in the most optimal way.

Many in wealth management have been focused on the estate planning aspects of the upcoming so called Great Transfer of Wealth. But there is another side to that massive trend – those who will inherit the assets.

As the pandemic moves into its continuing phase and life gets slightly back to normal, we can look back and see that clients really did move more of their treasure towards charity. As philanthropic software giant Blackbaud recently stated in it’s study charitable giving was up 8% and up 17% overall.

The ground artificial intelligence is breaking in investment management may be the same covered in the DOL’s new Best Practices on Cybersecurity. A quick comparison of the two may help you plan for 2022.

A new definition of “fiduciary” might be here by the close of 2021. But how do we get there?

It might sound like the changes proposed to Roth IRAs over September 2021 and October 2021 are cause for a lot of concern by many investors. Your clients may already be peppering you with questions. A quick deep dive into those proposed changes may answer some of that concern.