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Author: John Prendergast

  1. The Future of Rebalancing: Rebalance in the Blink of An Eye, Click of a Button

    The Future of Rebalancing: Rebalance in the Blink of An Eye, Click of...

    • Rebalancing

    4 min Read

  2. Why Rebalancing Still Sucks 10 Years into the Robo-Advisor Revolution

    Why Rebalancing Still Sucks 10 Years into the Robo-Advisor Revolution

    • Rebalancing

    5 min Read

  3. The Future of Financial Advice: A bird’s eye view with the NAPFA CEO

    The Future of Financial Advice: A bird’s eye view with the NAPFA CEO

    • Podcast

    1 min Read

  4. How Capital Gains Tax Rate Increase May Affect Business Owners (Including Financial Advisors)

    How Capital Gains Tax Rate Increase May Affect Business Owners (Including Financial Advisors)

    • Podcast

    1 min Read

  5. Managing Client Expectations in the Digital Era

    Managing Client Expectations in the Digital Era

    • Communicating with Clients
    • Marketing & Growth
    • Technology

    5 min Read

  6. How Financial Advisors can Explain Cryptocurrency and Blockchain to their Clients

    How Financial Advisors can Explain Cryptocurrency and Blockchain to their Clients

    • Podcast

    1 min Read

  7. Virtual Wealth Management Can Improve Client Relationships

    Virtual Wealth Management Can Improve Client Relationships

    • Communicating with Clients
    • Technology

    4 min Read

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