What's on the minds of investors?
Global Atlantic Financial Group
A leading retirement and life insurance company.
In this month’s newsletter, we’re taking a closer look at the unique financial needs of LGBTQ+ clients, investigating how you can use AI, and learning what’s on the minds of investors. Read about all that and more below.?
Creating an inclusive space for LGBTQ+ clients
Trust and empathy are essential components of any client relationship, but they’re especially important when working with historically marginalized communities. In this article, we discuss how to create an inclusive and welcoming space for LGBTQ+ clients.
How financial professionals can incorporate AI
Artificial intelligence (AI) seems to be impacting every sector, and the financial services industry is no different. But rather than see it as a threat, financial professionals may be able to incorporate this burgeoning technology into their practice and better help their clients. We dig into why you may want to embrace AI and how you can use it to your advantage.
Hiring — and promoting — more women in financial services
In recent years, the proportion of women in leadership positions within financial firms has only modestly increased of late from 22% to 24%, so there is still some work to be done. We spoke to Nancy Nawn, Managing Partner and Financial Planner at WatchDog Planning, about why it’s so crucial to hire, and promote, more women in financial services.
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What’s on the minds of investors??
2022 was a rocky year for investors thanks to record inflation and market volatility. As we head into the second half of 2023, we take stock of how they’re feeling. A Global Atlantic survey of 1,001 investors sheds some light on their concerns, priorities, and expectations.?
Podcast: 60/40 one year later
The once-reliable 60/40 portfolio had a dismal 2022, and despite a rebound, recent performance has some investors questioning whether they should change course. In the first of two episodes on the subject, the AAII’s Charles Rotblut and BlackRock’s Matt Estes join the Your Thriving Practice podcast and help chart a potential path forward.?
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