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Most Read IRIS Articles of the Week: June 18-22


Most Read IRIS Articles of the Week: June 18-22

Here’s a look at the Top 11 Most Viewed Articles of the Week on, June 18-22, 2018

Click the headline to read the full article.  Enjoy!

1. Multi-Factor ETFs: Adding the “Free Lunch” to Factor Investing

In perhaps his most famous quote ever, Harry Markowitz called diversification “the only free lunch in finance.” For investors, the power of diversification is nothing new, and every advisor is well aware of the value of diversifying holdings within any (and every!) portfolio. — Index IQ

2. You Need to Be Different, Not Better

As Steve Jobs said, ‘Don’t do something better, do it different’. Facebook wasn’t necessarily ‘better’ than Myspace, it was different. Netflix wasn’t ‘better’ than any other movie-rental system – it was different. — Don Connelly

3. It’s Now or Never for Energy Stocks

As the year progresses, commodities look as if they could become the best performing asset class in 2018. We believe that major opportunities continue to exist – especially in energy stocks. — Jan van Eck

4. The Surprises Your Clients Must Avoid As They Near the Need for Long-Term Care

Late-life finances can be the toughest conversations for any financial advisor. Faced with the ramifications of decisions they made decades before, clients can only ask that they not be surprised by unexpected costs and expenses. — Chris Orestis

5. 5 Ways Client Engagement Is Being Disrupted

As an industry, we love to focus on “best practices”. We examine the strategies and tactics of the most successful advisors and ask how we can replicate those in our own businesses. — Julie Littlechild

6. Precise Advising: Paving the Path for Those That Want to Present Great Content

Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities. — Kirk Lowe and Matt Halloran

7. How Will GDPR Impact Our Customer Experiences?

In a society where 33% of consumers have cancelled a transaction online because of privacy concerns, we are starting to see the effects and consequent shift in the way people think about their data. Introducing the highly popularised General Data Protection Regulation (GDPR). — Lucy Jones

8. How to Be the Next Big Advisor Podcast Star

Podcasts have significantly grown in popularity these last few years – between January 2013 and September 2015, the number of podcasts listed on iTunes US has doubled, and nearly 1 in 5 U.S. adults listen to podcasts – but a lot of advisors aren’t familiar with them. — Marina Grindle

9. What to Do When the Markets Get Crazy

How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets– even when the markets get crazy. — Jim Black

10. 3 Focus Points for Great Referrals

Often advisors focus on a formula for requesting referrals rather than their own approach. Here’s a better way …  — Paul Kingsman

11. Why Worrying Is so Addictive to Us Humans … and How to Combat It

Why is worrying so addictive to us humans? Everyone does it. Worrying is one of the most powerful forms of visualization. This is our reality because you’re using your five senses while worrying. Sight, sound, touch, smell and taste. — Mark David

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