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Most Read IRIS Articles of the Week: December 11-15


Most Read IRIS Articles of the Week: December 11-15

Here’s a look at the Top 11 Most Viewed Articles of the Week on, December 11-15, 2017

Click the headline to read the full article.  Enjoy!

1. 5 Market Trends to Watch in the New Year

The equity market is poised to deliver a record setting year. For advisors, that likely dictates a shift in strategy as you move into 2018. — Salvatore Bruno

2. ETFs: The Importance of “Looking Under the Hood”

The growth of the ETF industry has been a boon to investors, providing access to new asset classes and time-tested investment strategies at a competitive cost.  However … — Doug Sandler

3. The 2018 Global Market Outlook: Three Scenarios

As 2017 winds down, we see some encouraging developments that could help extend the global bull market into 2018. — Andrew Pease

4. Create a Theme to Keep You Focused on Your Goals Throughout the Year

New Year’s resolutions don’t last long, do they? Instead of making and breaking those same old resolutions, do what I do and have my clients do — create a theme to keep you focused on your goals throughout the year. — Maria Marsala​​​​​​​

5. At Tokyo’s International Robotics Exhibition, Innovation Was the Star

Last week, the ROBO Global team traveled to Toyko for a whirlwind week of meetings, research, and exploration at the bi-annual International Robotics Exhibition. Jeremie Capron

6. Are You Worth What You Charge?

The key to winning with clients is understanding that what they appreciate and are willing to pay for, is not you talking about the value you can deliver but showing it. — Paulette Filion and Judy Paradi​​​​​​​

7. On Trend: The Coming Disruption to Life Insurance Could Make It More Relevant to Your Clients

Don’t count out life insurance as an investment for your clients just yet. — Shileen Weber

8. How to Be an Effortless Adviser

Can we just take a breath? We’ve covered a lot of stuff, from appointments to marketing … Sometimes I find myself feeling overwhelmed by the amount that’s out there. — Stewart Bell​​​​​​​

9. Six Smart Year-End Tax-Saving Money Moves

The sun rises. The sun sets. After summer comes fall. These things we know, and we calmly accept. And then for some reason, every single year, after Halloween, we are “shocked” to find that we are hurtling towards December 31st. — Dana Anspach

10. 12 Questions Great Planning Questions Financial Advisors Ask Their Clients

Financial services and planning goes well beyond just ETFs, insurance and mutual funds. To really succeed, you must understand that this is a relationship business. — James Pollard

11. Tax Reform: Making the World Safer for Corporate Bondholders

The primary intent of the proposed tax reform legislation, as we understand it, is to stimulate the economy and increase jobs. — SNW Asset Management​​​​​​​

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