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Baker Donelson Targets Specific Offices and Practices With New Associate Class
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property="twitter:description" content=""We make multiyear plans and are working to grow the firm," said chief growth officer Mark Carlson."><meta data-n-head="ssr" data-hid="sailthru.date" property="sailthru.date" content="2022-11-09 14:55:30.000"><meta data-n-head="ssr" data-hid="sailthru.image.thumb" property="sailthru.image.thumb" content="https://images.law.com/contrib/content/uploads/sites/404/2022/11/baker-donelson-9281-767x633.jpg"><meta data-n-head="ssr" data-hid="sailthru.image.full" property="sailthru.image.full" content="https://images.law.com/contrib/content/uploads/sites/404/2022/11/baker-donelson-9281-767x633.jpg"><meta data-n-head="ssr" data-hid="sailthru.tags" name="sailthru.tags" content="news,law-firm-hiring,law-firm-profitability,law-firms---mid-size,legal-services,legal-services,georgia,georgia,north-carolina,south-carolina,tennessee"><meta data-n-head="ssr" data-hid="sailthru.author" property="sailthru.author" content="Jacob Polacheck"><title>Baker Donelson 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" width="767" height="634"> Baker Donelson law firm in Washington, D.C. (Photo: Diego M. Radzinschi/ALM) </figure> </div> <!----> <div class="tablet:col-span-2" data-v-2fbac8b6><a href="/news/" target="_self" class="hover:text-primary text-lg uppercase mb-2 inline-block no-bb" data-v-2fbac8b6> News </a> <!----> <!----> <h1 class="text-3xl merriweather" data-v-2fbac8b6> Baker Donelson Targets Specific Offices and Practices With New Associate Class </h1> <p class="text-lg" data-v-2fbac8b6>"We make multiyear plans and are working to grow the firm," said chief growth officer Mark Carlson.</p> <p class="text-lg text-accent-gray" data-v-2fbac8b6> November 09, 2022 at 02:55 PM </p> <p class="text-lg flex gap-1 items-center" data-v-2fbac8b6><svg xmlns="http://www.w3.org/2000/svg" width="17" height="17" viewBox="-1 -1 18 18" role="img" alt="icon-clock-black Icon" class="transform scale-75" style="width:22px;height:22px;" data-v-19d66666 data-v-19d66666 data-v-2fbac8b6><path fill="currentColor" fill-rule="evenodd" d="M7.75 15.5c4.281 0 7.75-3.469 7.75-7.75S12.03 0 7.75 0 0 3.469 0 7.75s3.469 7.75 7.75 7.75zm0-1A6.75 6.75 0 011 7.75 6.75 6.75 0 017.75 1a6.75 6.75 0 016.75 6.75 6.75 6.75 0 01-6.75 6.75zm2.878-4.425l-.256.353a.377.377 0 01-.525.081L7.309 8.666a.377.377 0 01-.153-.303V3.375c0-.206.169-.375.375-.375h.438c.206 0 .375.169.375.375v4.572l2.203 1.603a.375.375 0 01.081.525z" data-v-19d66666 data-v-19d66666></path></svg> <span data-v-2fbac8b6> 3 minute read </span></p> <!----> <div data-v-073e4355 data-v-2fbac8b6><!----> <!----> <div class="text-lg" data-v-073e4355><a href="/author/profile/jacob-polacheck/" target="_self" class="hover:text-primary no-underline no-bb" data-v-073e4355><div class="inline-flex gap-2 items-center" data-v-073e4355><div class="w-11 h-11 rounded-full overflow-hidden" data-v-073e4355><img src="https://secure.gravatar.com/avatar/ca99a41f8b802eb2c5132004d0ca4a6f?s=136&d=mm&r=g" alt="Jacob Polacheck" loading="lazy" decoding="async" class="block w-full" data-v-073e4355></div> <div data-v-073e4355><span class="m-0" data-v-073e4355><strong data-v-073e4355>By Jacob Polacheck</strong></span> <!----></div> <svg xmlns="http://www.w3.org/2000/svg" width="15.75" height="15.75" role="img" alt="menu-more-arrow Icon" class="mt-2 print:hidden" style="width:22px;height:22px;" data-v-19d66666 data-v-19d66666 data-v-073e4355><path fill-rule="evenodd" d="M14.062 15.75c.932 0 1.688-.756 1.688-1.688V1.688C15.75.755 14.994 0 14.062 0H1.688C.755 0 0 .756 0 1.688v12.374c0 .932.756 1.688 1.688 1.688h12.374zm0-1.125H1.688a.564.564 0 01-.563-.563V1.688c0-.31.253-.563.563-.563h12.374c.31 0 .563.253.563.563v12.374c0 .31-.253.563-.563.563zm-1.701-6.451l-4.047 4.043a.422.422 0 01-.597 0l-.243-.243a.42.42 0 01.007-.601l3.01-2.9H3.797a.423.423 0 01-.422-.422v-.352c0-.232.19-.422.422-.422h6.69l-3.01-2.9a.423.423 0 01-.006-.601l.242-.243a.427.427 0 01.601 0l4.047 4.043a.422.422 0 010 .598z" data-v-19d66666 data-v-19d66666></path></svg></div> </a></div></div> <!----> <!----> <!----></div> <!----></div> <hr class="my-6" data-v-2fbac8b6> <div class="grid grid-cols-1 tablet:grid-cols-4 gap-6" data-v-2fbac8b6><div class="tablet:col-span-3 mb-6" data-v-2fbac8b6><!----> <div class="paywall-content" data-v-2fbac8b6><!----> <!----> <div class="article-body mb-6" data-v-2fbac8b6><div data-v-2fbac8b6><p>Am Law 200 firm Baker, Donelson, Bearman, Caldwell & Berkowitz has brought in a large round of associates this year, through both lateral hiring and first-year associates, helping the firm to support high-demand practices and offices amid its recent Southeast growth.</p></div> <div id="vert5" class="print:hidden flex justify-center items-center" data-v-ab69641e data-v-2fbac8b6><div id="gpt-vert5" data-v-ab69641e></div></div> <!----> <!----> <!----></div></div> <div class="bg-primary py-6 tablet:px-10 px-6 text-white mb-6" data-v-52b6ea4a data-v-2fbac8b6><div class="content-wrap max-w-screen-sm mx-auto" data-v-52b6ea4a><h2 class="text-center text-4xl merriweather font-bold mb-6" data-v-52b6ea4a> This content has been archived. 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content-center" data-v-5aa67928> 5 </span></div> <a href="/nationallawjournal/2024/12/03/9th-circuit-judges-weigh-if-section-230-shields-grindr-from-defective-design-claims/" target="_self" data-cy="trending-list-item-title" class="font-extrabold font-proxima hover:text-signin-rmr transition-all text-lg text-header-black has-pub" data-v-5aa67928> 9th Circuit Judges Weigh if Section 230 Shields Grindr From Defective Design Claims </a> <p class="text-sm uppercase mt-0 mb-4" data-v-5aa67928><a href="/nationallawjournal/" target="_self" class="hover:text-primary" data-v-5aa67928>National Law Journal </a></p></li></ul></div> <div id="" class="print:hidden mb-4" data-v-ab69641e data-v-2fbac8b6><div id="gpt-vert2" data-v-ab69641e></div></div> <div data-fetch-key="data-v-5b7ca8c8:0" class="pt-8 pb-4 text-center bg-secondary" data-v-5b7ca8c8 data-v-2fbac8b6><svg id="ALM_Logo" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 377.15 34.06" role="img" alt="radar Icon" class="m-auto mb-4" 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href="https://www.law.com/radar/card/austen-v-cohen-et-al-55302463-1/" class="font-bold merriweather" data-v-5b7ca8c8>Who Got The Work</a></h4> <p class="truncate whitespace-normal line-clamp max-h-24" data-v-5b7ca8c8>Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.</p> <p class="my-4" data-v-5b7ca8c8><a href="https://www.law.com/radar/card/austen-v-cohen-et-al-55302463-1/" class="text-blue-600" data-v-5b7ca8c8>Read More</a></p></div></div><div class="flex flex-row" data-v-5b7ca8c8><div class="1/6" data-v-5b7ca8c8><div class="w-2 h-2 m-2 bg-red-500 rounded-full" data-v-5b7ca8c8></div></div> <div class="5/6" data-v-5b7ca8c8><h4 data-v-5b7ca8c8><a href="https://www.law.com/radar/card/roy-v-ittycheria-et-al-55368539-1/" class="font-bold merriweather" data-v-5b7ca8c8>Who Got The Work</a></h4> <p class="truncate whitespace-normal line-clamp max-h-24" data-v-5b7ca8c8>Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.</p> <p class="my-4" data-v-5b7ca8c8><a href="https://www.law.com/radar/card/roy-v-ittycheria-et-al-55368539-1/" class="text-blue-600" data-v-5b7ca8c8>Read More</a></p></div></div><div class="flex flex-row" data-v-5b7ca8c8><div class="1/6" data-v-5b7ca8c8><div class="w-2 h-2 m-2 bg-red-500 rounded-full" data-v-5b7ca8c8></div></div> <div class="5/6" data-v-5b7ca8c8><h4 data-v-5b7ca8c8><a href="https://www.law.com/radar/card/secker-nathan-v-epic-systems-corporation-55017068-1/" class="font-bold merriweather" data-v-5b7ca8c8>Who Got The Work</a></h4> <p class="truncate whitespace-normal line-clamp max-h-24" data-v-5b7ca8c8>Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.</p> <p class="my-4" data-v-5b7ca8c8><a href="https://www.law.com/radar/card/secker-nathan-v-epic-systems-corporation-55017068-1/" class="text-blue-600" data-v-5b7ca8c8>Read More</a></p></div></div><div class="flex flex-row" data-v-5b7ca8c8><div class="1/6" data-v-5b7ca8c8><div class="w-2 h-2 m-2 bg-red-500 rounded-full" data-v-5b7ca8c8></div></div> <div class="5/6" data-v-5b7ca8c8><h4 data-v-5b7ca8c8><a href="https://www.law.com/radar/card/steins-v-sunrun-inc-et-al-54972498-1/" class="font-bold merriweather" data-v-5b7ca8c8>Who Got The Work</a></h4> <p class="truncate whitespace-normal line-clamp max-h-24" data-v-5b7ca8c8>David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.</p> <p class="my-4" data-v-5b7ca8c8><a href="https://www.law.com/radar/card/steins-v-sunrun-inc-et-al-54972498-1/" class="text-blue-600" data-v-5b7ca8c8>Read More</a></p></div></div><div class="flex flex-row" data-v-5b7ca8c8><div class="1/6" data-v-5b7ca8c8><div class="w-2 h-2 m-2 bg-red-500 rounded-full" data-v-5b7ca8c8></div></div> <div class="5/6" data-v-5b7ca8c8><h4 data-v-5b7ca8c8><a href="https://www.law.com/radar/card/alto-dynamics-llc-v-boohoocom-uk-limited-54958309-1/" class="font-bold merriweather" data-v-5b7ca8c8>Who Got The Work</a></h4> <p class="truncate whitespace-normal line-clamp max-h-24" data-v-5b7ca8c8>Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. 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One such way is to optimize technology to help reduce and streamline the workload--and, in the process, increase time for litigation and strategic counsel, mitigate risk, manage costs and remain compliant.","2024-07-31","2024-06-20","2023-06-20","National Law Journal","New York Law Journal","law-pro","law.com","9","\u002Fauthor\u002Fprofile\u002Fatif-ludi\u002F","\u002Fauthor\u002Fprofile\u002Fjames-willer\u002F","3000","November 20, 2024","custom","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_allk16&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_cors46&ch=","Corebridge Financial","2024-11-27","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_ches07&ch=","Assessment","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_ches08&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_dilj72&ch=","2024-11-26","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_carx166&ch=","CARET Legal","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_nons42&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_modh57&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_defa7534&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_orip08&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_ches05&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_jllx29&ch=","JLL","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_orip09&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_ches06&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_agep04&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_rxbe01&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_elaa52&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_cors45&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_defa7524&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_carx163&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_defa7521&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_johc75&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_johc77&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_fouo22&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_fouo24&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_weam06&ch=","Checklist","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_defa7520&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_johc76&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_morn28&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_fouo23&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_weam05&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_weam07&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_lebf67&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_lebf69&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_lexi119&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_defa7508&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_lebf66&ch=","https:\u002F\u002Fdailyreportonline.tradepub.com\u002Fc\u002FpubRD.mpl?qf=w_lebf68&ch=","\u003Cp\u003EIn the fast-paced world of commercial real estate, reactive lease administration can lead to missed opportunities, unnecessary costs, and compliance risks. Too often, real estate leaders find themselves bogged down by outdated processes, fragmented data, and the constant need to put out fires.\u003C\u002Fp\u003E \u003Cp\u003EStart shifting your operations towards becoming more proactive. 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Strong 1H 2024","The nation's largest law firms have largely indicated positive results thus far in 2024, but lingering inflation and upcoming U.S. elections headline concerns for 2H 2024","August 08, 2024","890","https:\u002F\u002Fimages.law.com\u002Fcontrib\u002Fcontent\u002Fuploads\u002Fsites\u002F427\u002F2024\u002F08\u002FFlash-Thumbnail.jpg","2912","1632","\u002Fpro\u002F2024\u002F09\u002F03\u002Flaw-com-compass-uncovering-lessons-from-mid-market-firm-segment-comparisons\u002F","Law.com Compass: Uncovering Lessons from Mid-Market Firm Segment Comparisons","Expanding cluster analyses beyond the Am Law 200 reveals key lessons for midsized firms with growth mindsets","September 03, 2024","951","https:\u002F\u002Fimages.law.com\u002Fcontrib\u002Fcontent\u002Fuploads\u002Fsites\u002F427\u002F2024\u002F09\u002FGrowth.jpg","2000","\u002Fpro\u002F2024\u002F03\u002F27\u002Flaw-com-compass-ranking-the-healthiest-markets-for-women-partners-in-the-am-law-200\u002F","Law.com Compass: Ranking the Healthiest Markets for Women Partners in the Am Law 200","Law.com Compass' analysis of gender diversity within the Am Law 200 partnership showcases the most – and least - equitable markets for women","March 27, 2024","761","4 minute","4","https:\u002F\u002Fimages.law.com\u002Fcontrib\u002Fcontent\u002Fuploads\u002Fsites\u002F427\u002F2024\u002F03\u002FEmployment-Article-202403271024.jpg","6","November 06, 2024","Amy Guthrie","?","AlmContext{clientIP='10.0.253.239', internalIP='true', origin='', authorizedUser='false', Chinchilla, userAccount='null', UCID=null, ipAccount='null'}","WelcomeWall",200,void 0,"nationals",Array(7),"horiz1","horiz2","vert1","vert2","interstitial","footer","es_pushdown",Array(11),128,131,26,112,127,137,"Excelon Chief Legal Officer Gayle Littleton is handing off her legal duties to Colette Honorable and will serve as an adviser until she leaves the company in March 2025.","Supporters of the Access to Representation Act say that guaranteed legal representation—regardless of ability to pay—will ensure that immigrants receive due process at court, where they must present their case to stay in the country against government attorneys.","“It wouldn't surprise me at all ... if [the challenge to naming PFOA and PFOS as hazardous] goes up all the way to the Supreme Court just because it is somewhat novel in terms of the statutory provision that EPA is relying upon,” said William Boyd, a law professor at the University of California, Los Angeles.","“[Doe] frictionlessly downloaded the app while he was at school without needing to identify himself or age verify, and was immediately matched with a man who lives next door at the school because they were so geolocation proximate, and that day, the man raped him,” said Carrie Goldberg, the boy's attorney.","New Suit - Trademark",Array(0),"https:\u002F\u002Fwww.law.com\u002Flegalnewswire\u002F",10,"November 22, 2024","2024-11-22 07:00:00.000","November 21, 2024","2024-11-21 07:00:00.000","2024-11-20 07:00:00.000","512","November 19, 2024","Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC","\u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ENavigating market uncertainty is one of the greatest challenges for financial advisors. 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This resource provides insights for financial advisors to help you better manage systematic risk in your clients' portfolios. \u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload this guide\u003C\u002Fstrong\u003E to:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EExplore how risk-managed solutions can help provide protection against systematic market risks.\u003C\u002Fli\u003E \u003Cli\u003ELearn about strategies that support growth while helping mitigate downside exposure.\u003C\u002Fli\u003E \u003Cli\u003EUnderstand how different protection levels against market downturns, including buffers and floors, can align with client objectives.\u003C\u002Fli\u003E \u003Cli\u003EGain insights into historical examples of risk management during market downturns.\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EEnsure you’re prepared to guide your clients through market uncertainty. \u003Cstrong\u003EDownload the guide now.\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDisclaimer: When presenting to clients, please ensure that the required accompaniments are included.\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EInvestment strategies, such as strategic asset allocation and diversification, do not ensure profit or protect against loss.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ERegistered index-linked annuities (RILAs) provide indexed return potential with the opportunity for varying levels of protection through multiple index options available prior to receiving annuity payments, tax-deferred growth potential, a variety of annuity options, and a death benefit during the accumulation phase.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ERegistered index-linked annuities (RILAs) are subject to investment risk, including possible loss of principal. Investment returns and principal value will fluctuate with market conditions so that contract value, upon distribution, may be worth more or less than the original cost.\u003C\u002Fp\u003E","Can Systematic Risk Be Reduced?","Market volatility impacts every portfolio. Learn how strategic allocation to risk-managed solutions, like modernized, fee-based Registered Index-Linked Annuities (RILAs), can help protect your clients from systematic risk while maintaining growth potential.","\u003Cp\u003EHow confident are you in the "correctness" of your data and ultimately, the downstream insights and strategic business decisions that are then made based on it?\u003C\u002Fp\u003E \u003Cp\u003EUse this assessment to reflect on your current operations, or to facilitate a discussion with cross-functional members of your organization.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload now\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to identify challenges and opportunities in the following areas:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EData Observability\u003C\u002Fli\u003E \u003Cli\u003EData Validation\u003C\u002Fli\u003E \u003Cli\u003EData Governance\u003C\u002Fli\u003E \u003Cli\u003EStakeholder Confidence\u003C\u002Fli\u003E \u003C\u002Ful\u003E","Enabling Stakeholder Confidence in Your Data: A Self-Assessment for Real Estate Organizations","Does your data inspire confidence or is there a significant lack of trust in its validity? Use this assessment to gauge where your organization’s data practices are at today and what gaps exist.","DiliTrust","Law Firm Management","Modern Life","\u003Cp\u003EDivorce settlements involving high-net-worth clients are complex, often requiring careful planning to preserve financial security. Life insurance can be a powerful tool to ensure financial security and equitable distribution of assets without forcing liquidations or complicated asset transfers. For advisors managing these settlements, life insurance provides unique opportunities to secure obligations and preserve wealth for future generations. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this white paper\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to uncover the strategic benefits of incorporating life insurance into high-net-worth divorce settlements, including:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003EGuaranteed financial support:\u003C\u002Fstrong\u003E Ensure alimony and child support payments continue even in the event of a premature passing.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EAsset equalization:\u003C\u002Fstrong\u003E Use life insurance to balance the division of illiquid assets like businesses and real estate.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EEstate planning solutions:\u003C\u002Fstrong\u003E Simplify estate transfers, reduce tax liabilities, and preserve wealth for heirs.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EPolicy management post-divorce:\u003C\u002Fstrong\u003E Learn strategies to convert or maintain joint policies after separation.\u003C\u002Fli\u003E \u003C\u002Ful\u003E","The Strategic Use of Life Insurance in Divorce Settlements for High-Net-Worth Clients","Life insurance can be a versatile and strategic tool in divorce settlements for your high-net-worth clients. Learn how to effectively leverage it to meet your client’s needs and secure their financial future in this white paper.","Life Health","\u003Cp\u003EIt’s easy to get caught up in the dialogue around AI and all of the ways it could impact the wealth management industry. But if you’re thinking, “AI can’t replace the human-centric work I do as an advisor,” you’re right. The promise of AI lies in its capability to collaborate with you and extend your ability to deepen human connections. \u003C\u002Fp\u003E \u003Cp\u003EThis white paper explores how AI can help you deliver more for your clients, free up time to invest in developing relationships and streamline operations. It covers:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EHow AI empowers RIAs to deepen human relationships\u003C\u002Fli\u003E \u003Cli\u003E5 areas AI can directly benefit your RIA\u003C\u002Fli\u003E \u003Cli\u003EWhat AI can’t do \u003C\u002Fli\u003E \u003Cli\u003EAI in action with a real-life RIA situation\u003C\u002Fli\u003E \u003Cli\u003EWhere AI is headed in the coming decade\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E\u003Cbr \u002F\u003E Learn how to harness AI to power better client relationships today - \u003Cstrong\u003EDownload your paper.\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EPrivacy Policy\u003C\u002Fstrong\u003E: https:\u002F\u002Forion.com\u002Fdownload\u002Fprivacy-policy\u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDisclosures\u003C\u002Fstrong\u003E: \u003C\u002Fp\u003E \u003Cp\u003EFor financial professional use only. Not intended for public distribution.\u003C\u002Fp\u003E \u003Cp\u003E1310-OAS-5\u002F23\u002F2024\u003C\u002Fp\u003E","Harnessing AI to Power Advisor-Client Relationships","This white paper explores AI’s strengths and weaknesses and what they mean for RIAs looking to future-proof their business.","\u003Cp\u003EThe world of corporate real estate (CRE) is transforming in response to shifting work patterns, technological advancements, and sustainability demands. The Future of Work 2024 reveals the latest priorities and challenges for CRE leaders, drawn from insights provided by over 2,300 global decision-makers. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this report\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to explore:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EHow shifting work patterns are reshaping workplace strategies.\u003C\u002Fli\u003E \u003Cli\u003EThe most effective ways to align with the C-suite for CRE investments.\u003C\u002Fli\u003E \u003Cli\u003EPractical applications of AI and technology for improved space utilization.\u003C\u002Fli\u003E \u003Cli\u003EStrategies for meeting sustainability commitments in evolving workspaces.\u003C\u002Fli\u003E \u003Cli\u003EInsights into building a CRE function ready for future demands.\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EStay informed, make data-driven decisions, and gain the insights needed to navigate today’s uncertainties.\u003C\u002Fp\u003E","The Future of Work 2024","In today’s rapidly changing real estate landscape, staying ahead means understanding what’s next. Discover key strategies and emerging trends driving the future of corporate real estate.","\u003Cp\u003EWith 91.7% of advisors working at firms with teams of 100 or fewer, the breakaway movement is going strong.¹ While the freedom to build your own practice can be liberating, it also means you’re responsible for decisions someone else might make at a larger firm — like selecting and implementing the technology to support your firm. But what type of technology and approach is best for your situation?\u003C\u002Fp\u003E \u003Cp\u003EThis playbook delves into the diverse array of technology models available depending on what your vision and goals are for your firm. We explore the pros and cons of each of the following approaches:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EAdvisor-managed model for those craving autonomy \u003C\u002Fli\u003E \u003Cli\u003EPartially-outsourced OCIO model providing strategic support\u003C\u002Fli\u003E \u003Cli\u003EFully-outsourced TAMP model for rapid scalability\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload your playbook\u003C\u002Fstrong\u003E now to embark on a transformative journey towards firm success.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E¹ https:\u002F\u002Fwww.investmentadviser.org\u002Findustry-snapshots\u002F\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EPrivacy Policy\u003C\u002Fstrong\u003E: https:\u002F\u002Forion.com\u002Fdownload\u002Fprivacy-policy\u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDisclosures\u003C\u002Fstrong\u003E: \u003C\u002Fp\u003E \u003Cp\u003EFor financial professional use only. Not intended for public distribution.\u003C\u002Fp\u003E \u003Cp\u003EOutsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor. Investment advisory services offered by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. OPS and TSC are affiliated companies through their parent company, Orion Advisor Solutions, Inc. (“Orion”)\u003C\u002Fp\u003E \u003Cp\u003E1149-OAT-5\u002F9\u002F2024\u003C\u002Fp\u003E","The Business Model Playbook: Mastering Technology for Firm Success","Build your firm’s future by ensuring your technology is aligned with your vision. This playbook outlines 3 tech strategies for breakaway advisors to consider.","AgentSync","RxBenefits","\u003Cp\u003EAs pharmacy costs skyrocket, your clients need effective cost-management strategies more than ever without sacrificing the quality of care their employees expect. \u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EOptimizing the clinical and economic performance of these benefits can give a competitive edge, but it requires a comprehensive approach to deliver the lowest net cost.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload this guide\u003C\u002Fstrong\u003E to uncover:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003ETips to negotiate better performing PBM contracts\u003C\u002Fli\u003E \u003Cli\u003EHow to pinpoint smart plan design through data analytics\u003C\u002Fli\u003E \u003Cli\u003EStrategies to effectively manage formularies\u003C\u002Fli\u003E \u003Cli\u003ECost containment strategies for emerging trends like GLP-1’s\u003C\u002Fli\u003E \u003Cli\u003ETools to deliver exceptional service for clients and members\u003C\u002Fli\u003E \u003Cli\u003EAnd more!\u003C\u002Fli\u003E \u003C\u002Ful\u003E","The Definitive Guide to Optimizing Pharmacy Benefits: Expert Tips and Strategies for Delivering Lowest Net Cost","Get actionable steps to help your clients lower their pharmacy spend, improve plan performance, and increase employee satisfaction.","\u003Cp\u003EStaying ahead in the fast-paced legal environment requires more than reactive decision-making. Law firm leaders are grappling with increasing client expectations, administrative inefficiencies, and the need for a tech-savvy workforce. This year-end report distills critical findings from the past year, offering actionable insights to help you make informed choices.\u003C\u002Fp\u003E \u003Cp\u003ELaw firms face mounting pressure to streamline operations while boosting client satisfaction. The challenges are real, but so are the opportunities. Download the report now to address key areas affecting your practice:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003ERising Client Expectations:\u003C\u002Fstrong\u003E Discover how technology can enhance service and loyalty\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EWorkforce Productivity: \u003C\u002Fstrong\u003ELearn how automation reduces admin tasks, freeing time for essential work\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003ERetention Strategies: \u003C\u002Fstrong\u003EUnderstand the impact of technology on work-life balance and staff retention\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EBilling and Payments: \u003C\u002Fstrong\u003EExplore solutions for better billing practices and faster payments\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EAdopting New Tech: \u003C\u002Fstrong\u003EStay informed on the latest tools that make a real difference in efficiency and growth\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EEquip your firm with the strategic insights needed to thrive. Make data-driven decisions that set your practice apart.\u003C\u002Fp\u003E","Yearly Roundup: Strategic Insights for Law Firm Decision Making","Gain a competitive edge with essential trends and insights shaping the legal landscape. Uncover strategies for navigating client demands, leveraging technology, and reducing administrative burdens. Download the yearly roundup report.","Legal Practice Management","Practice Skills","\u003Cp\u003EIn recent years, CD rates and fixed-income yields rose as inflation surged, and the U.S. Federal Reserve (Fed) responded by lifting interest rates. As the volatility of returns and rates rattled investors, CDs began to hold broad appeal for many. Bonds can be risky, as many investors saw in their bond portfolios; in contrast, CDs are insured up to $250,000 by the Federal Deposit Insurance Corporation, which makes them stand out for those seeking relative stability.\u003C\u002Fp\u003E \u003Cp\u003EAlthough it’s true that CD yields have risen sharply and remain compelling, it’s worth considering that the potential loss of principal from investing in bonds isn’t the only type of risk involved in trying to generate income from savings. With CDs, there’s the potential that the rates they pay may have peaked—or are about to peak—and they could fail to keep up with inflation, which has fallen from its mid-2022 peak but remains elevated above the Fed’s target; in contrast, bond yields adjust with market conditions. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this white paper\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to learn:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe outlook for interest-rate cuts.\u003C\u002Fli\u003E \u003Cli\u003EThe benefits and drawbacks of CDs.\u003C\u002Fli\u003E \u003Cli\u003EHow leveraging bond funds and other alternatives could be a more productive way to put your cash to work\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cem\u003EFixed-income investments are subject to interest rate and credit risk; their value will normally decline as interest rates rise or an issuer in unable or unwilling to make principal or interest payments.\u003C\u002Fem\u003E\u003C\u002Fp\u003E \u003Cp\u003EMF3758119, 8\u002F24\u003C\u002Fp\u003E","CDs or Bonds: Should Investors Stash Cash or Look for Higher Potential Returns?","While the last several years have brought us higher inflation and market volatility, it has also generated something positive: higher yields for those looking to put cash to work, whether in bank certificates of deposit (CDs) or in fixed-income investments such as bond mutual funds. We discuss whether investors may want to stash their cash in CDs or find a potentially more productive way to put it to work.","\u003Cp\u003EDespite inflation remaining slightly above the Fed’s target, the central bank lowered the benchmark interest rate by 50 basis points at its September meeting—its first rate cut since March 2020. In recent months, signs have emerged that the Fed’s restrictive policy stance might be putting too much pressure on certain segments of the economy. The labor market, which had demonstrated remarkable resilience throughout the tightening cycle, has started to show some cracks.\u003C\u002Fp\u003E \u003Cp\u003EWith a new monetary easing cycle upon us, falling yields will soon be reflected in money market and certificate of deposit (CD) rates, impacting the large amount of assets held within these financial instruments. But how should investors that are concerned about reinvestment risk reenter the market?\u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this white paper\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to discover how actively managed funds can potentially benefit investors by:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003ELeveraging a bottom-up security selection versus a top-down approach\u003C\u002Fli\u003E \u003Cli\u003EAdding value by allocating to the belly of the yield curve\u003C\u002Fli\u003E \u003Cli\u003EPositioning defensively with agency mortgage-backed securities\u003C\u002Fli\u003E \u003Cli\u003ENavigating shifting market conditions with an active approach\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cem\u003EFixed-income investments are subject to interest rate and credit risk; their value will normally decline as interest rates rise or an issuer in unable or unwilling to make principal or interest payments.\u003C\u002Fem\u003E\u003C\u002Fp\u003E \u003Cp\u003E MF3897813, 10\u002F24\u003C\u002Fp\u003E","As Reinvestment Risk Emerges, How Should Investors Navigate Market Uncertainty?","Rising yields, along with bond market volatility driven by persistent inflation, have led many investors to opt for the safety of cash to reap now-attractive yields as they wait for clarity around the market outlook. However, the Fed’s policy pivot has brought the issue of reinvestment risk to the forefront. Discover why we believe investors should consider an actively managed strategy that can offer the flexibility to adapt to a dynamic market as monetary policy switches gears.","\u003Cp\u003EAre you meeting all your high-net-worth clients' needs? Today’s affluent clients are increasingly focused on charitable giving, with nearly 70% self-identifying as philanthropic. However, a gap exists—many clients lack the formal guidance to achieve their charitable goals effectively. Advisors who recognize this trend can position themselves as trusted partners by integrating charitable expertise into their practice.\u003C\u002Fp\u003E \u003Cp\u003EHigh-net-worth clients look for advisors who understand not only wealth growth and tax strategies but also how to align their financial goals with their values. When charitable planning is incorporated into wealth management, advisors can enhance client satisfaction, improve outcomes, and open new referral opportunities.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EHere’s what you’ll learn by downloading this white paper:\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003EUncover Key Client Needs:\u003C\u002Fstrong\u003E Discover why a charitable planning approach can address overlooked client interests and enhance your value.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EBuild Deeper Client Relationships:\u003C\u002Fstrong\u003E Learn how discussing philanthropy opens up meaningful conversations that strengthen your client connections.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EDeliver Comprehensive Financial Outcomes:\u003C\u002Fstrong\u003E See how coordinating charitable giving with tax and investment strategies benefits clients' bottom line.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EAlign with Client Goals:\u003C\u002Fstrong\u003E Understand how integrating charitable expertise helps demonstrate your commitment to clients' personal and financial aspirations.\u003C\u002Fli\u003E \u003Cli\u003E\u003Cstrong\u003EAttract New Referrals:\u003C\u002Fstrong\u003E Explore how charitable conversations can create a safe space for clients to connect you with others, expanding your client base.\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EDon’t miss the opportunity to elevate your practice and stand out. \u003Cu\u003E\u003Cstrong\u003EDownload the white paper now\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to explore how charitable expertise can set you apart and build a more impactful advisory practice.\u003C\u002Fp\u003E","Why Charitable Expertise Should Be Part of Your Practice","Discover how charitable expertise can enhance client relationships and strengthen your practice. Many high-net-worth clients have philanthropic interests, yet few receive the guidance they need. By aligning charitable strategies with wealth management, advisors can deepen client trust, create lasting impact, and foster client loyalty. Download this white paper to uncover how a charitable planning approach can benefit your clients--and your business.","\u003Cp\u003EWhether you have clients looking to sell a family business, an investment in real estate or stock, the sale of a major business asset that will generate significant income faces tax liabilities that can reduce the benefits of their hard-earned success. \u003C\u002Fp\u003E \u003Cp\u003EBy strategically leveraging private foundations, you can minimize taxes for your clients while helping them to maximize their charitable impact. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this case study\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to learn:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003E6 real-life experiences illustrating the opportunities to both sell a major asset and achieve philanthropic goals.\u003C\u002Fli\u003E \u003Cli\u003EHow to avoid or reduce taxes through strategic charitable contributions.\u003C\u002Fli\u003E \u003Cli\u003EThe benefits of creating a private foundation before selling a business asset.\u003C\u002Fli\u003E \u003Cli\u003EInsights from tax advisors on optimal approaches for charitable giving.\u003C\u002Fli\u003E \u003C\u002Ful\u003E","Selling a Major Business Asset & Achieving Philanthropic Business Objectives at the Same Time","When selling a major business asset, strategic planning can help your clients reduce taxes while supporting charitable causes. Discover how to capture these opportunities through private foundations.","\u003Cp\u003EHaving estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients optimize their financial planning—wherever they are in their estate planning journey. \u003C\u002Fp\u003E \u003Cp\u003EThis \u003Cu\u003E\u003Cstrong\u003Eeasy-to-follow checklist\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E ensures you ask all the right questions and gather the necessary information to foster more meaningful conversations with your clients. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EThis checklist\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E will help you:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EStructure effective estate planning meetings\u003C\u002Fli\u003E \u003Cli\u003EUnderstand the key information clients need to provide\u003C\u002Fli\u003E \u003Cli\u003EGuide clients on the next steps to create or update their plans\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload the checklist\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E today.\u003C\u002Fp\u003E","The Estate Planning Checklist","Have more productive estate plan meetings","\u003Cp\u003EAs of the close of 2023, just seven stocks—often referred to as the Magnificent Seven—represented nearly 30% of the S&P 500 Index’s total market capitalization. This is an unprecedented level of concentration risk. Over the past 40 years, the seven largest stocks in the bellwether index rarely accounted for more than 20% of its market cap. The performance record behind these seven names is even more disproportionate. Last year, the Magnificent Seven gained more than 100%, while an equal-weighted allocation to the S&P 500 Index returned just 14%.\u003C\u002Fp\u003E \u003Cp\u003EThere might be a silver lining to this tale if these seven stocks represented a broad cross section of the economy, but they don’t. All seven are growth stocks, all are technology-focused companies, and all recently had valuations (as measured by forward price-to-earnings ratios) higher than the S&P 500 Index itself.\u003C\u002Fp\u003E \u003Cp\u003EExtreme concentration, high valuations, sector bias—the risks are significant and, in many ways, mounting. We believe investors can counteract some of the most pronounced challenges in today’s equity market by refocusing on first principles. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this white paper\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E for insights into:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe influence the “Magnificent Seven” has on today’s market\u003C\u002Fli\u003E \u003Cli\u003EHow investors can create more balance\u003C\u002Fli\u003E \u003Cli\u003EWhat dedicated allocation to large-cap value stocks can do for your portfolio\u003C\u002Fli\u003E \u003Cli\u003EHow to reduce volatility through dollar cost averaging and regular rebalancing\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EMF3758119, 8\u002F24\u003C\u002Fp\u003E","What's missing from today's large-cap allocations? Value stocks","Today, seven stocks--often referred to as the Magnificent Seven--have taken center stage as new technologies transform certain segments of our economy. The utter market dominance of this handful of companies, however, should give investors pause.","Morningstar, Inc.","\u003Cp\u003EThe success of your advisory firm depends on staying ahead of inefficiencies and roadblocks. If your business growth feels sluggish or constrained, it may be time to reassess the tools and processes driving your operations. Outdated technology, disorganized data management, and limited insights into advisor performance can stall progress and reduce productivity.\u003C\u002Fp\u003E \u003Cp\u003EBut there’s a solution. By accessing the right resources, you can enhance workflows, empower your team, and accelerate growth. This guide provides crucial insights designed specifically for financial advisors, allowing you to identify growth opportunities and tackle common obstacles head-on. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload the guide\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E and discover how you can:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EStreamline inefficient workflows that waste time and resources\u003C\u002Fli\u003E \u003Cli\u003EGain real-time insights into advisor performance to drive better decision-making\u003C\u002Fli\u003E \u003Cli\u003EImprove data management and ensure accuracy across your firm\u003C\u002Fli\u003E \u003Cli\u003ESimplify compliance monitoring, freeing up time for client service\u003C\u002Fli\u003E \u003Cli\u003EEquip your advisors with tools to better serve diverse client demographics\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EDon't let inefficiencies hold you back. Download the guide now and \u003Cu\u003E\u003Cstrong\u003Eunlock strategies to drive growth in your advisory business\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E.\u003C\u002Fp\u003E","Empowering Business Growth Through Efficient Technology Solutions","Is your advisory firm struggling to keep up with inefficiencies or outdated technology? Discover how streamlined processes, real-time insights, and better data management can help your business grow. This guide offers strategies to overcome common growth obstacles and empower your team with the tools they need to succeed. Download now and start driving business growth with efficient technology solutions.","\u003Cp\u003EPhilanthropy can be an important part of wealth planning for your clients, and they look to you for guidance on charitable goals and activities. \u003C\u002Fp\u003E \u003Cp\u003EThis guide will help you identify scenarios where private foundations might be the right solution for your high-net-worth client’s planning needs. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this advisor guide\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E to:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003ELearn effective strategies to mitigate capital gains taxes through charitable donations.\u003C\u002Fli\u003E \u003Cli\u003EUnderstand how private foundations can preserve family legacies while supporting charitable causes.\u003C\u002Fli\u003E \u003Cli\u003EGain insights into utilizing illiquid assets and real estate for tax-efficient charitable giving.\u003C\u002Fli\u003E \u003Cli\u003EExplore tax benefits and compliance considerations specific to private foundation management.\u003C\u002Fli\u003E \u003Cli\u003EAccess practical tips for engaging clients in meaningful philanthropic initiatives.\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EUnlock the potential of private foundations to transform your clients’ wealth management strategy.\u003C\u002Fp\u003E","Foundation Planning Guide for Advisors","Empower your clients with strategic philanthropic solutions. Learn how private foundations can reduce tax obligations and advance charitable giving in this essential guide for financial advisors.","\u003Cp\u003EA major hurdle in estate planning is that advisors and clients often don’t know where to start. Even with digital solutions available, many clients still feel overwhelmed. This is where you have the opportunity to step in.\u003C\u002Fp\u003E \u003Cp\u003EOur simple \u003Cu\u003E\u003Cstrong\u003Esix-step guide\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E breaks down the process, showing you how to help your clients finally create their estate plans while fostering a sense of progress with tangible deadlines. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EIn this guide\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E, you’ll learn how to:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EHelp clients establish their legacy goals\u003C\u002Fli\u003E \u003Cli\u003ESet deadlines so clients are accountable\u003C\u002Fli\u003E \u003Cli\u003EEducate them on when to update their estate plan\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EDownload our guide to \u003Cu\u003E\u003Cstrong\u003Ehelp your clients secure their legacies\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E.\u003C\u002Fp\u003E","6 Steps to Help Clients with Estate Planning","6 simple steps to have more productive estate planning conversations with clients","\u003Cp\u003EEstate planning can be complex, so it’s important to understand the basics—from roles and document types to key legal terms. With this foundational knowledge, you can engage in more meaningful conversations with your clients.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EThis guide\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E covers all the essentials and serves as a handy cheat sheet whenever you need it. You can also share it with your clients to help educate them. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EIn this guide\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E, you’ll learn:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EAll the key roles in estate planning and their functions\u003C\u002Fli\u003E \u003Cli\u003EThe different types of estate planning documents, including subtrusts\u003C\u002Fli\u003E \u003Cli\u003EOther relevant terms you and your clients are likely to encounter\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EDownload the guide to \u003Cu\u003E\u003Cstrong\u003Emaster estate planning\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E.\u003C\u002Fp\u003E","Essential Estate Planning Terms for You and Your Clients","A detailed glossary of estate planning terminology","\u003Cp\u003EIn recent years, the commercial real estate (CRE) market has gone through dramatic change, forcing tenants and landlords to reinvent their cost structures and rethink their 3-5-year plans. This reevaluation often includes evaluating workplace utilization, considering technology consolidation, and exploring emerging technologies such as AI. \u003C\u002Fp\u003E \u003Cp\u003EThe webinar delves into the benefits of centralizing CRE and accounting operations. From compliance assurance to unlocking substantial cost savings, experts will guide you through successful case studies and strategies to optimize your real estate lease portfolio. \u003C\u002Fp\u003E \u003Cp\u003ETopics include:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EMarket trends and cost-saving opportunities\u003C\u002Fli\u003E \u003Cli\u003ECase studies showcasing successful portfolio transformations\u003C\u002Fli\u003E \u003Cli\u003EHow to ensure compliance with ASC 842 and IFRS 16\u003C\u002Fli\u003E \u003Cli\u003EHow to optimize lease administration\u003C\u002Fli\u003E \u003Cli\u003EHow to automate processes at scale\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E\u003Cstrong\u003EWatch this webinar \u003C\u002Fstrong\u003Eto start unlocking your cost-saving opportunities. \u003C\u002Fp\u003E","CRE Trends: Expert Panel","Explore the transformative power of centralizingCRE lease data and accounting functions. Access this on-demand webinar to discover cost-saving strategies, real-world case studies, and how to achieve compliance effortlessly.","\u003Cp\u003EFor most organizations, real estate represents the largest asset category in their leasing portfolio. As they centralize and upgrade the expensive, legacy systems that support their real estate portfolio today, many are also taking a closer look at underlying processes and ways to address duplication of effort and data to identify cost savings opportunities. \u003C\u002Fp\u003E \u003Cp\u003ELease administration experts from LeaseAccelerator and Accenture will discuss the hot topics and key issues in the real estate market and will share best practices for lease administration, contract management, and the budgeting process. Learn how to reduce total real estate spending while automating the lease accounting requirements.\u003C\u002Fp\u003E \u003Cp\u003EAttendees will learn:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe key issues in the real estate leasing market\u003C\u002Fli\u003E \u003Cli\u003EHow to manage real estate leases effectively\u003C\u002Fli\u003E \u003Cli\u003EThe opportunities to optimize your lease accounting process\u003C\u002Fli\u003E \u003Cli\u003EHow to integrate lease administration and lease accounting\u003C\u002Fli\u003E \u003Cli\u003EBest practices to consider\u003C\u002Fli\u003E \u003Cli\u003EReal-world case studies\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EStart optimizing your process today - Watch now!\u003C\u002Fp\u003E","Real Estate Lease Admin Best Practices","Join this on-demand webinar to explore best practices in real estate lease administration. Learn how to streamline your operations and achieve cost savings while ensuring compliance with lease accounting standards.","\u003Cp\u003EAt most companies, real estate represents the largest asset category in the leasing portfolio. As organizations centralize and upgrade the systems that support their real estate portfolio while addressing the new accounting standards, many are also taking a closer look at real estate leases and processes to identify cost savings opportunities. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EWatch this on-demand webcast\u003C\u002Fstrong\u003E where lease administration experts review significant cost savings, including improvements to the lease administration, contract management, and budgeting processes. Learn how your organization can reduce your total real estate portfolio spend while automating lease accounting requirements.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EAttendees will:\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EReview the data required to manage real estate leases effectively\u003C\u002Fli\u003E \u003Cli\u003ELearn the value of lease portfolio audits\u003C\u002Fli\u003E \u003Cli\u003EOptimize cash flow for subleases and end-of-term\u003C\u002Fli\u003E \u003Cli\u003EIntegrate lease administration and lease accounting\u003C\u002Fli\u003E \u003Cli\u003EReview the key portfolio metrics to consider\u003C\u002Fli\u003E \u003Cli\u003EChoose the right implementation approach from in-house to managed services\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ETake the first step towards significant cost savings and operational efficiency — Watch now.\u003C\u002Fp\u003E","Real Estate Administration - 10 Ways To Save","Discover how to optimize your real estate portfolio through ten actionable strategies that can help you achieve significant cost savings.","Gallagher","2024-11-14","2024-11-13","2024-11-12","\u003Cp\u003EWelcome to a game-changing opportunity! Access this on-demand webinar and discover how savvy brokers are leveraging Nonstop Health™ to win new business and redefine employee benefits. In a rapidly evolving landscape, find out how you can stay ahead, retain clients, and attract prospects.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EBy combining first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), this program breaks down financial barriers to care. The result: a remarkable reduction in claims, especially in high-cost areas like ER claims. This is a win-win for both enrollees and employers, enhancing employee satisfaction and reducing costs.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EKey Features:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003ELevel-funded premiums\u003C\u002Fli\u003E \u003Cli\u003ENonstop Health Visa card for seamless transactions\u003C\u002Fli\u003E \u003Cli\u003ENo upfront funding required\u003C\u002Fli\u003E \u003Cli\u003EReturn of reserves for added financial flexibility\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EWho Benefits? \u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EEmployers with 50+ employees (30+ in NY)\u003C\u002Fli\u003E \u003Cli\u003EThose valuing robust employee benefits\u003C\u002Fli\u003E \u003Cli\u003EGroups on high-level plans seeking cost reduction\u003C\u002Fli\u003E \u003Cli\u003EOrganizations open to alternative funding but wary of potential burdens\u003C\u002Fli\u003E \u003Cli\u003EBusinesses actively recruiting and retaining staff\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EWebinar Highlights: \u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EOverview: Understand the Nonstop Health™ plan and its transformative impact.\u003C\u002Fli\u003E \u003Cli\u003EQualification Process: Learn how to qualify clients and effortlessly access quotes.\u003C\u002Fli\u003E \u003Cli\u003ESuccess Stories: Real-life examples of brokers securing new clients and retaining existing ones.\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EAct Now! Don't miss your chance to reshape your brokerage's success story. Access the on-demand webinar and gain insights that can propel your business in 2024.\u003C\u002Fp\u003E","How to Win Business: Discover a New Way to Fund and Design Employee Health Benefits","Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.","\u003Cp\u003EPlain and simple, your prospective clients are dealing with a health equity problem. Making a pitch with something new and innovative is good, but providing a tailored approach to their health equity challenges is even better. \u003C\u002Fp\u003E \u003Cp\u003EGet the answers to what they’ve been waiting to hear.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EDownload this guide to gain a competitive advantage over other brokers.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ELearn how to:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003ETurn prospects into clients by using language that matters most to them.\u003C\u002Fli\u003E \u003Cli\u003EIncrease your competitive edge by placing yourself in good standing come renewal time.\u003C\u002Fli\u003E \u003Cli\u003EConnect with their challenges – building your reputation and your book of business\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E\u003Cstrong\u003EDownload the guide now!\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E","Advancing Equity 101: What Every Health Insurance Broker Should Know","Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.","\u003Cp\u003EAs a health insurance broker, your success hinges on your ability to address cost barriers for your clients and prospects. This comprehensive guide helps you do just that. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload the guide\u003C\u002Fstrong\u003E for:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EHow to overcome your clients’ top 4 cost barriers\u003C\u002Fli\u003E \u003Cli\u003EBest practices to use in your next meeting\u003C\u002Fli\u003E \u003Cli\u003EInnovative approaches to help break down cost barriers for clients \u003C\u002Fli\u003E \u003C\u002Ful\u003E","Broker Guide: Overcome Your Clients' Top 4 Cost Barriers","Discover innovative solutions to help your clients overcome cost barriers in health insurance.","\u003Cp\u003EMany of your clients are looking for innovative and cost-effective alternatives to traditional, off-the-shelf, fully-funded health plans. In fact, recent research indicates that as many as 88% of employers plan to change health and wellbeing vendors in 2023 or 2024.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EYou can bet that many of these employers will be considering alternative funding models as they shop around. That means Section-105 health plans such as Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), and Medical Expense Reimbursement Programs or MERPs. In this short guide, you will learn:\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EWhy MERPs matter\u003C\u002Fli\u003E \u003Cli\u003EThe differences between HRAs and MERPs\u003C\u002Fli\u003E \u003Cli\u003EThe benefits of the MERP solution for brokers, employers and employees and why it might be the answer to your renewal challenges\u003C\u002Fli\u003E \u003C\u002Ful\u003E","Everything You Need to Know About Medical Expense Reimbursement Plans (MERPs)","You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.","\u003Cp\u003EIn this e-book for innovative brokers, Nonstop unpacks how you can boost your business and keep clients happy. \u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload this e-book\u003C\u002Fstrong\u003E to discover:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EMERPs and first-dollar coverage\u003C\u002Fli\u003E \u003Cli\u003EThe benefits of MERPs\u003C\u002Fli\u003E \u003Cli\u003ECost savings \u003C\u002Fli\u003E \u003Cli\u003EWho qualifies\u003C\u002Fli\u003E \u003Cli\u003EHow to get started\u003C\u002Fli\u003E \u003C\u002Ful\u003E","How to Grow Your Business with Nonstop Health�","Offer a new plan to make a meaningful difference for your clients and boost your business.","MDRT","2024-11-07","NAVEX Global","Whistleblower Laws","Risk and Compliance","Cheat Sheet","2024-10-29","2024-10-28","2024-10-24","2024-10-22","\u003Cp\u003EThe latest research reveals the key trends and advancements shaping the P&C insurance industry, highlighting the challenges commercial auto carriers face and the innovative strategies they're adopting to thrive in a competitive landscape. Despite these advancements, carriers are grappling with issues such as data accuracy, automation, and lengthy quoting processes. Addressing these pain points can dramatically impact profitability, customer satisfaction, and the ability to compete in a digital-first market.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this white paper\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E and gain valuable insights into the current state of the commercial insurance industry and the technologies driving change. You'll discover:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe top market challenges concerning commercial auto carriers\u003C\u002Fli\u003E \u003Cli\u003EHow carriers think about digitization and automation—and where they’re focusing their efforts\u003C\u002Fli\u003E \u003Cli\u003ECarriers’ investments in straight-through processing and how they're enabling these capabilities\u003C\u002Fli\u003E \u003C\u002Ful\u003E","Changing the Game: Innovation Trends in Commercial Insurance","New data reveals that commercial carriers are in the thick of a digital transformation. This white paper from LexisNexis® Risk Solutions examines key trends driving the adoption of automation in the commercial auto industry. Insights are according to top commercial carrier executives -- see what they mean for you!","2024-10-18","\u003Cp\u003EData drives decision-making, and for financial advisors, the quality of that data can make or break long-term performance. A lack of effective data governance limits an advisor's ability to deliver returns. Understanding DG isn’t just a nice-to-have; it’s critical for uncovering new investment opportunities, improving decision quality and managing risks with precision.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EIn this white paper, you’ll discover DG best practices that can help you increase the quality of your data, decisions and long-term returns. We’ll cover:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe role of decision mapping and it’s critical importance to data governance\u003C\u002Fli\u003E \u003Cli\u003EHow to achieve top-flight DG by tailoring your unique set of resources and processes\u003C\u002Fli\u003E \u003Cli\u003EGaining a competitive edge by integrating best-in-class data governance practices\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ETake the first step toward improving your long-term investment returns—\u003Cstrong\u003Edownload the white paper\u003C\u002Fstrong\u003E now.\u003C\u002Fp\u003E","Governing Your Way to Better Long-Term Returns: Higher-Quality Alpha From Higher-Quality Data","Data governance (DG) might not be glamorous, but it's a key driver of better investment outcomes. Discover how better data can lead to better decisions and long-term returns. Download the research white paper to learn how governing your data leads to higher quality alpha and more stable performance, even during corrections.","\u003Cp\u003EArtificial intelligence (AI) offers compelling solutions throughout the entire private equity fund lifecycle. However, not all AI tools are created equal, and finding the right fit for your firm’s unique needs is critical.\u003C\u002Fp\u003E \u003Cp\u003EThis guide delves into the top 10 AI use cases in private equity, providing insights into how industry leaders are applying these technologies to stay ahead. From deal sourcing to exit strategies, AI transforms private equity firms' operations, driving efficiency and performance.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload the guide\u003C\u002Fstrong\u003E to explore how AI can help your firm:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EIdentify and source better investment opportunities faster\u003C\u002Fli\u003E \u003Cli\u003EStreamline time-consuming due diligence processes\u003C\u002Fli\u003E \u003Cli\u003EElevate the accuracy of financial forecasting\u003C\u002Fli\u003E \u003Cli\u003EImprove portfolio management and reporting with data-driven insights\u003C\u002Fli\u003E \u003Cli\u003EStrengthen risk management strategies with real-time analytics\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EDon’t miss out on learning how AI is reshaping the future of private equity. Download the guide today and equip your firm with the tools to thrive.\u003C\u002Fp\u003E","The Top 10 AI Use Cases in Private Equity","Discover how AI can drive results in private equity, helping firms streamline due diligence, manage risk, and improve overall performance. Download the guide to learn the top AI use cases shaping the industry today.","Private Equity and Venture Capital","Open Lending","2024-10-14","2024-10-11","LendKey","\u003Cp\u003ECredit unions consistently face a complex challenge: balancing mission-driven approaches to providing financial services with the margin-driven needs of running a sustainable business. While this balancing act becomes increasingly difficult in an evolving financial environment, opportunities exist for credit unions to thrive and grow. \u003C\u002Fp\u003E \u003Cp\u003ENetwork lending is one such opportunity that enables your organization to expedite innovation, reduce risk, and gain new members. \u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EDownload this eBook\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E\u003Cstrong\u003E \u003C\u002Fstrong\u003Eand learn:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EWhat network lending is and how it works\u003C\u002Fli\u003E \u003Cli\u003EHow it empowers credit unions to optimize liquidity management \u003C\u002Fli\u003E \u003Cli\u003EWhy it was crucial to Inspire FCU’s loan growth since the pandemic\u003C\u002Fli\u003E \u003Cli\u003EHow to diversify your loan portfolio and quickly buy, sell, or originate loans\u003C\u002Fli\u003E \u003C\u002Ful\u003E","Network Lending: Helping Credit Unions and the Communities They Serve To Thrive","Discover what network lending is and how it empowers credit unions to efficiently manage liquidity, leverage technology for seamless loan transactions, and thrive in an evolving economic environment.","2024-10-10","Conduent","\u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EEmployees feel the pain of our turbulent economy, forcing them to sacrifice long-term savings and health to focus on their current realities.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EAt the same time, organizations are challenged to manage costs while offering compelling benefits packages across diverse employee populations.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003EYou have the power to help employees build toward their long-term health and financial wellbeing by navigating today’s financial vortex and understanding:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe economic impact on employee health and wealth \u003C\u002Fli\u003E \u003Cli\u003EOrganizational challenges to balance cost with value\u003C\u002Fli\u003E \u003Cli\u003EHow to break down barriers and drive effective outcomes\u003C\u002Fli\u003E \u003Cli\u003EThe longtail benefits of integrated delivery and experiences \u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E\u003Cstrong\u003EDownload the eBook\u003C\u002Fstrong\u003E.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDisclaimer\u003C\u002Fstrong\u003E: https:\u002F\u002Fwww.conduent.com\u002Fprivacy-policy\u002F\u003C\u002Fp\u003E","Navigating today's financial vortex: Ways to increase employees' financial stability and total wellbeing","Recent economic challenges and the uncertainty for the foreseeable future are impacting your employees’ health, retirement preparedness and overall well being. Discover how to increase their stability and help them build toward their financial future.","2024-10-02","Mariner","\u003Cp\u003EIt’s all too easy to get overwhelmed by the administrative tasks that pull you away from that focus—whether it’s compliance paperwork, onboarding new clients, or managing back-office operations. These distractions can chip away at the time you spend building deeper client relationships, growing your book of business, and increasing your revenue.\u003C\u002Fp\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003E\u003Cstrong\u003EDownload this white paper\u003C\u002Fstrong\u003E and learn how to turn down the noise. You’ll gain:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EIncreased time for client relationships: Reduce the hours spent on non-client-facing tasks.\u003C\u002Fli\u003E \u003Cli\u003EEnhanced productivity: Learn how to streamline processes and focus on what matters most.\u003C\u002Fli\u003E \u003Cli\u003EBetter business development: Spend more time prospecting and meeting potential clients.\u003C\u002Fli\u003E \u003Cli\u003ETips on how to offload routine work without losing control.\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003E \u003C\u002Fp\u003E \u003Cp\u003ETake the first step toward reclaiming your time and maximizing your growth.\u003C\u002Fp\u003E","Want to Maximize Your Growth? Start by Turning Down the Noise","Reaching your growth potential as a financial advisor can feel impossible when administrative tasks bog you down. This white paper offers practical strategies to cut through the distractions and refocus on what really matters--client relationships and business growth.","2024-10-01","2024-09-30","AI in Private Equity: A Guide for Gaining an Early Advantage","Gain a distinct edge in private equity by understanding how AI can streamline your operations and enhance decision-making. This guide provides in-house counsel and law firms representing organizations in the private equity space with actionable insights to stay ahead in a rapidly evolving landscape. Discover the key trends, strategies, and AI applications that will empower your legal team to work smarter and faster.","SwellSpace","2024-09-04","\u003Cp\u003EResearch shows that the ability to deliver personalized plans to clients is one of the leading indicators of success for financial planners. Yet, only 27% of clients report experiencing a genuinely personalized process¹. This discrepancy highlights a significant opportunity for your practice to stand out and grow.\u003C\u002Fp\u003E \u003Cp\u003E\u003Cu\u003E\u003Cstrong\u003EThis eBook\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E explores crucial elements in driving personalization in financial planning, including:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EThe importance of intentional client relationship building\u003C\u002Fli\u003E \u003Cli\u003EHow to use client data to personalize financial plans\u003C\u002Fli\u003E \u003Cli\u003EDelivering customized financial planning at scale\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EStart creating personalized client experiences that set your practice apart from the competition. \u003Cu\u003E\u003Cstrong\u003EDownload the eBook\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E.\u003C\u002Fp\u003E \u003Cp\u003E¹eMoney Beyond the Plan Research Study, June 2023, n=1,507\u003C\u002Fp\u003E","Precision in Planning: Creating Better Client Outcomes with Personalized, Data-Driven Financial Planning","Discover how you can enhance your practice with personalized, data-driven strategies. Download the eBook to learn practical steps to align your financial plans with your clients' unique needs and objectives.","2024-09-03","2024-08-30","\u003Cp\u003EUnlock the full potential of financial planning in the modern era. As financial planning becomes more complex and personalized, communicating its value becomes more difficult and nuanced. \u003C\u002Fp\u003E \u003Cp\u003EThis eBook provides a comprehensive guide to understanding and articulating the tangible value of financial planning. From historical evolution to the latest trends in financial psychology and technology, this eBook offers valuable insights for advisors, such as:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003EHow to take your client experience to the next level\u003C\u002Fli\u003E \u003Cli\u003EQuantitative and qualitative benefits of professional financial advice\u003C\u002Fli\u003E \u003Cli\u003E3 advisor personas to enhance your value proposition\u003C\u002Fli\u003E \u003Cli\u003EStrategies to effectively communicate the value of financial planning to clients and prospects\u003C\u002Fli\u003E \u003C\u002Ful\u003E \u003Cp\u003EStart enhancing your client relationships. \u003Cu\u003E\u003Cstrong\u003EDownload your eBook now.\u003C\u002Fstrong\u003E\u003C\u002Fu\u003E\u003C\u002Fp\u003E","Unlocking the Value of Financial Planning","Communicating the value of financial planning to clients can be a daunting task. This eBook draws on the latest research to highlight three different advisor personas and how you can craft a compelling narrative about the value of financial planning for clients and prospects.","2024-08-20","Infographic","2024-02-05","Parrot","\u003Cp\u003EThe COVID-19 pandemic accelerated the use of virtual tools for legal proceedings, making remote depositions the new norm. While this approach provides significant benefits, conducting depositions remotely also introduces new challenges around security, technology, and collaboration for legal teams.\u003C\u002Fp\u003E \u003Cp\u003EBy implementing the tips in this playbook, you can conduct remote depositions that are just as polished, secure, and effective as traditional in-person proceedings. \u003C\u002Fp\u003E \u003Cp\u003EDownload this guide to unlock strategies that will empower your success in the remote deposition environment. You will learn:\u003C\u002Fp\u003E \u003Cul\u003E \u003Cli\u003E7 advantages of remote depositions\u003C\u002Fli\u003E \u003Cli\u003EExhibit sharing tips and tricks\u003C\u002Fli\u003E \u003Cli\u003EHow to safeguard your virtual depositions \u003C\u002Fli\u003E \u003Cli\u003ETroubleshooting techniques for common technology issues \u003C\u002Fli\u003E \u003Cli\u003EStrategies to streamline collaboration\u003C\u002Fli\u003E \u003C\u002Ful\u003E","The Remote Deposition Survival Guide: How to Overcome Common Virtual Deposition Challenges","While remote depositions have benefits, they also introduce new challenges around security and collaboration. This guide covers best practices, tips and solutions across all aspects of deposition preparation, execution, and follow-up in the virtual setting.","My Law.com","Regions"));</script><script src="/_nuxt/15d58d8.js" defer></script><script src="/_nuxt/6bd4f30.js" defer></script><script src="/_nuxt/0e7dd04.js" defer></script><script src="/_nuxt/95df64a.js" defer></script><script src="/_nuxt/4558649.js" defer></script><script src="/_nuxt/fa7e830.js" defer></script><script src="/_nuxt/4531f17.js" defer></script> <script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'8ec74c038f6881f5',t:'MTczMzI2ODEyOC4wMDAwMDA='};var a=document.createElement('script');a.nonce='';a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script></body> </html>