Lead Marvels Dashboard

White Paper

Tuesday, November 12, 2024 Dimensional Fund Advisors

Build a Stronger Portfolio: Insights on Global Asset Allocation for Financial Planners

Unlock essential strategies for effective, diversified asset allocation to meet the diverse needs of your clients.

Guide

Thursday, October 17, 2024 Dimensional Fund Advisors

Optimize Your Client’s Wealth with Tax Loss Harvesting

A practical guide to minimizing tax impact and enhancing portfolio performance.

Research / Report

Tuesday, July 16, 2024 Dimensional Fund Advisors

Measuring the Costs of Index Reconstitution: A 10-Year Perspective

Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.

Research / Report

Tuesday, June 18, 2024 Dimensional Fund Advisors

Indices Acting Active: Index Decisions May Be More Active than You Think

Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.

Infographic

Thursday, April 11, 2024 Commonwealth

7 Ways to Position Yourself to Serve High-Net-Worth Clients

As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?

Research / Report

Monday, February 12, 2024 Dimensional Fund Advisors

Embracing Multifactor in Emerging Markets

Learn how our multifactor solutions in emerging markets have captured the size, value, and profitability premiums and added value vs. comparative indices.

Guide

Thursday, November 2, 2023 Universal Financial Consultants

7 Reasons Business Owners Use Premium Financing To Retain Capital

Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.

White Paper

Monday, August 28, 2023 Modern Life

Four Creative Ways Your Clients Can Utilize Life Insurance

From minimizing tax burdens and equalizing inheritances to charity donation and building generational wealth, explore 4 creative ways your clients can utilize life insurance beyond traditional ways and unlock hidden benefits for a secure financial future.

Guide

Wednesday, August 23, 2023 Commonwealth

7 Key Risks to Avoid in Your Financial Advisory Practice

Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability.

White Paper

Friday, July 14, 2023 Modern Life

Maximize the Likelihood of Securing Coverage for High-Risk Individuals

In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.

Guide

Tuesday, May 30, 2023 Commonwealth

Identifying Inflection Points in Your Business

Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.

Guide