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Video series: Three themes for financial advisors in 2022
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James Bumpus, CIMA, Head of Intermediary Markets
Advisors could face a challenging year as they grow their practice. Here are three ways to serve current clients well and gain new business in the year ahead.
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Facing record job losses, are you prepared to guide your clients?
- Our Blog
Columbia Threadneedle Investments
A separation of service can trigger workplace wealth distributions. Even highly compensated employees benefit from conversations on financial and emotional readiness.
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What financial advisors need to know about generational diversity
- Our Blog
Columbia Threadneedle Investments
Working through generational differences can be challenging, but it's important when building a strong team and understanding your client base.
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A financial advisor’s guide to investor behavior
- Our Blog
Columbia Threadneedle Investments
We tapped into the expertise of a behavioral scientist to examine the most common — and detrimental — investor behaviors. Here’s what professor Nina Mazar had to say.