From the Corner Office

You Don’t Have To Do It All – I Don’t

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The world today offers more choices about how we live our life and how and where we work. The financial industry is no different. Traditional wire houses (think Merrill Lynch), large independent broker dealers, and RIAs of all sizes allow advisors to pick the best fit for how they would like to run their practice. Each of these models have …

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How PRISM Helped One Advisor Retire In Two Years… And Protected His Clients In The Process

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As 2018 winds down, we would like to acknowledge the achievement of a significant milestone: the five year anniversary of our continuity and succession solution, PRISM. Pinnacle Advisor Solutions was founded in 2011 with a simple mission: to support the needs of independent advisors. We began by offering access to our investment management, financial planning and practice management solutions. Before …

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Four Things Affluent Investors Must Know About Risk Management

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Sophisticated investors pay attention when someone brings up the topic of portfolio risk management. Affluent investors are often the most risk averse, perhaps because they have already accumulated enough money during their lifetime to achieve their financial planning objectives. Having reached their accumulation goals, they don’t want to lose their hard-earned gains because the financial markets misbehave. But affluent investors …

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Preparing For The Next Downturn

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We already know that there are not enough hours in the day to get everything done. We hear it all the time. Time management studies1 show advisors are time constrained and our conversations with advisors confirm exactly that. There is too much to do and not enough time to do it all. It seems that any time I read the …

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Are You Worried Yet?

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The conversations we have been having with advisors this year have distinctly changed. During the bull market our conversations were focused on either building a practice or planning for retirement. Now the conversations have shifted towards risk management and preparing clients for the next market downturn. There is growing angst that clients expect advisors to proactively protect them against market …

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Why Is Your Succession Plan Last on the To-Do List?

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Most, but not all, financial planners list small business planning and exit strategies as a line item in the scope of planning services they provide. Better operational, financial, and tax implications of proper exit strategies for small business owners, a common niche for many financial planners, will inevitably lead to improved client satisfaction, retention rates, and even an increase in …

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Outsourcing = More Time For You

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In a recent blog, Michael Kitces, Pinnacle’s Director of Wealth Management cites a Cerulli Associates report stating that the number of financial advisors who are outsourcing investment management is on the rise. He goes on to argue those numbers will continue to grow as advisors focus more on financial planning as part of their value proposition. Pinnacle Advisor Solutions recently …

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Three Ways to Go Beyond Passive to Value

Propelled by the authority of Nobel Laureates, their simplicity of execution and the excess returns they produced during the secular bull market of the 1980 and 1990s, passive investment strategies became a cornerstone of the wealth management business. Since the turn of millennium however, they have suffered two important blows: robo-advisors and market volatility. Together these have raised questions in …

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Volatility Awakens: A Market Review

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The beginning of the first quarter was serene and pleasurable, as equity markets levitated on the back of increasing earnings expectations and solid world economic underpinnings. But the market euphoria didn’t last long. February saw volatility awaken from its slumber with a jolt, kicking off a long-anticipated correction that reminded investors there is never a free lunch in the world …

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Business Continuity Planning – A Survivor’s Story

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When I began working for Pinnacle in September, 2013 I was new to the world of financial advisory firms. I faced a steep learning curve in my first few months here. Just before my arrival, Pinnacle launched PRISM, its solution for business continuity and succession plans for independent RIAs. When I began to familiarize myself with PRISM it hit close …

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