An error occurred while fetching the data.
Error details: Error: The field at path '/trendingArticles/contents[5]/uri' was declared as a non null type, but the code involved in retrieving data has wrongly returned a null value. The graphql specification requires that the parent field be set to null, or if that is non nullable that it bubble up null to its parent and so on. The non-nullable type is 'String' within parent type 'Content': {"response":{"errors":[{"message":"The field at path '/trendingArticles/contents[5]/uri' was declared as a non null type, but the code involved in retrieving data has wrongly returned a null value. The graphql specification requires that the parent field be set to null, or if that is non nullable that it bubble up null to its parent and so on. The non-nullable type is 'String' within parent type 'Content'","path":["trendingArticles","contents",5,"uri"],"extensions":{"classification":"NullValueInNonNullableField"}},{"message":"The field at path '/readnext/contents[5]/uri' was declared as a non null type, but the code involved in retrieving data has wrongly returned a null value. The graphql specification requires that the parent field be set to null, or if that is non nullable that it bubble up null to its parent and so on. The non-nullable type is 'String' within parent type 'Content'","path":["readnext","contents",5,"uri"],"extensions":{"classification":"NullValueInNonNullableField"}}],"data":{"slideshow":{"name":"Slideshow","tieredName":["Slideshow"],"description":"","page":1,"estimate":2785,"h1":"","metaTitle":"","metaDescription":"","pageSize":3,"contents":[{"publication":"ThinkAdvisor","baseDomain":"www.thinkadvisor.com","presentedBy":"","uri":"/2024/11/06/how-8-state-tax-ballot-questions-did-in-the-polls/","title":"How 8 State Tax Ballot Questions Did in the Polls","byline":"Michael S. Fischer","kicker":"Slideshow","timeToRead":"1 minute","authors":[{"name":"Michael S. Fischer","webUrl":"/author/profile/michael-s-fischer/"}],"kickerNode":[{"uri":"/slideshow/","sectionName":"Slideshow"}],"categories":[{"channelName":"Kicker","sectionName":"Slideshow","slug":"slideshow-kicker","channelUri":null},{"channelName":"Portfolio|Economy & Markets","sectionName":"Fixed Income","slug":"fixed-income","channelUri":null},{"channelName":"Portfolio|Portfolio Construction","sectionName":"Investment Strategies","slug":"investment-strategies","channelUri":null}],"prettyDate":"November 06, 2024","pubDate":"2024-11-06 13:47:32.000","readtime":"1","primaryCategory":{"channelName":"Financial Planning","sectionName":"Tax Planning","uri":"financial-planning/tax-planning"},"image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2021/03/Uncle_Sam_Tax_Money_Shutter_640x640.jpg","width":"640","height":"640"},"summary":"Voters made decisions on property, sales income and capital gains taxes.","breadcrumb":[{"name":"Financial Planning","uri":"financial-planning"},{"name":"Tax Planning","uri":"financial-planning/tax-planning"}]},{"publication":"ThinkAdvisor","baseDomain":"www.thinkadvisor.com","presentedBy":"","uri":"/2024/11/06/12-most-livable-midsize-u-s-cities-2024/","title":"12 Most Livable Midsize U.S. Cities: 2024","byline":"Michael S. Fischer","kicker":"Slideshow","timeToRead":"1 minute","authors":[{"name":"Michael S. Fischer","webUrl":"/author/profile/michael-s-fischer/"}],"kickerNode":[{"uri":"/slideshow/","sectionName":"Slideshow"}],"categories":[{"channelName":"Kicker","sectionName":"Slideshow","slug":"slideshow-kicker","channelUri":null},{"channelName":"Portfolio|Alternative Investments","sectionName":"Real Estate","slug":"real-estate-portfolio-alternative-investments","channelUri":null},{"channelName":"Portfolio|Economy & Markets","sectionName":"Economic Trends","slug":"economic-trends","channelUri":null},{"channelName":"Retirement Planning|Spending in Retirement","sectionName":"Lifestyle Planning","slug":"lifestyle-planning","channelUri":null}],"prettyDate":"November 06, 2024","pubDate":"2024-11-06 11:49:06.000","readtime":"1","primaryCategory":{"channelName":"Retirement Planning|Spending in Retirement","sectionName":"Lifestyle Planning","uri":"retirement/spending/lifestyle-planning"},"image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2023/09/Happy_Senior_Couple_City_Adobe_640x640.jpg","width":"640","height":"640"},"summary":"For communities with populations between 25,000 and 99,999, AARP assessed such areas as housing, neighborhood, transportation and engagement.","breadcrumb":[{"name":"Retirement Planning","uri":"retirement"},{"name":"Spending in Retirement","uri":"retirement/spending"},{"name":"Lifestyle Planning","uri":"retirement/spending/lifestyle-planning"}]},{"publication":"ThinkAdvisor","baseDomain":"www.thinkadvisor.com","presentedBy":"","uri":"/2024/11/05/top-15-cities-for-the-ultra-wealthy-2024/","title":"Top 15 Cities for the Ultra-Wealthy: 2024","byline":"Michael S. Fischer","kicker":"Slideshow","timeToRead":"3 minute","authors":[{"name":"Michael S. Fischer","webUrl":"/author/profile/michael-s-fischer/"}],"kickerNode":[{"uri":"/slideshow/","sectionName":"Slideshow"}],"categories":[{"channelName":"Kicker","sectionName":"Slideshow","slug":"slideshow-kicker","channelUri":null},{"channelName":"Portfolio|Economy & Markets","sectionName":"Economic Trends","slug":"economic-trends","channelUri":null}],"prettyDate":"November 05, 2024","pubDate":"2024-11-05 12:20:10.000","readtime":"3","primaryCategory":{"channelName":"Portfolio|Economy & Markets","sectionName":"Economic Trends","uri":"investment-portfolio/economy-markets/economic-trends"},"image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/07/Wealthy_Couple_Balcony_Adobe_640x640.jpg","width":"640","height":"640"},"summary":"The club of individuals with liquid investable assets of $100 million has grown by 54% over the decade.","breadcrumb":[{"name":"Portfolio","uri":"investment-portfolio"},{"name":"Economic Trends","uri":"investment-portfolio/economy-markets/economic-trends"}]}]},"articleData":{"uri":"/2016/05/23/5-things-top-performing-advisors-do-2/","canonicalUrl":"https://www.thinkadvisor.com/2016/05/23/5-things-top-performing-advisors-do-2/","generatedId":"hei45eihff","naturalId":"blogAndPostId/blog/post/415-15422","type":"ARTICLE","postFormat":"standard","kickerPresentedBy":null,"breadcrumb":[{"name":"Industry Spotlight","uri":"industry-spotlight"},{"name":"Broker Dealers","uri":"industry-spotlight/broker-dealers"}],"presentedBy":"","title":"5 Things Top-Performing Advisors Do","readtime":"6","timeToRead":"6 minute","prettyModified":"","prettyDateTime":"May 23, 2016 at 11:19 AM","needToKnow":[],"byline":"Bernice Napach","showDisclaimer":true,"authors":[{"name":"Bernice Napach","description":"Bernice Napach is a senior writer at ThinkAdvisor covering financial markets and asset managers, robo-advisors, college planning and retirement issues. She has worked at Yahoo Finance, Bloomberg TV, CNBC, Reuters, Investor's Business Daily and The Bond Buyer and has written articles for The New York Times, TheStreet.com, The Star-Ledger, The Record, Variety and Worth magazine.\r\n\r\nBernice has a Bachelor of Science in Social Welfare from SUNY at Stony Brook.","imageLarge":"//images.benefitspro.com/contrib/content/uploads/2018/03/Bernice-Napach_avatar_1520401978-136x136.jpg","webUrl":"/author/profile/bernice-napach/"}],"publication":"ThinkAdvisor","kicker":"Slideshow","kickerNode":[{"name":"Slideshow","slug":"slideshow-kicker","uri":"/slideshow/","sectionName":"Slideshow"}],"prettyDate":"May 23, 2016","pubDate":"2016-05-23 11:19:00.000","modifiedDate":"","isDownload":"false","primaryCategory":{"channelName":"Industry Spotlight","sectionName":"Broker Dealers","name":"Broker Dealers","uri":"industry-spotlight/broker-dealers","slug":"broker-dealers","channelUri":null},"tags":[],"image":{"uri":"","width":"","height":"","alt":""},"embed1":"","embed2":"","summary":"At Envestnet's Advisor Summit, a panel of experts offered their advice on how to succeed as a financial advisor. One key point: Keep it simple.","categories":[{"name":"Kicker","uri":"///","channelName":"Kicker"},{"name":"Slideshow","uri":"/slideshow/","channelName":"Kicker"},{"name":"Client Outreach","uri":"/practice-management/marketing-communications/client-outreach/","channelName":"Practice Management|Marketing and Communications"}],"bodyArray":["<p>What makes a financial advisor a top performer? Many attributes and practices, but a key factor is the ability to keep things simple, according to a panel of experts at Envestnet' s Advisor Summit in Chicago which concluded last Friday.</p>","<p>Here are five things top-performing advisors do, according to the panel: <!-- pagebreak --><img title=\"They stick with five or fewer investment models\" src=\"https://images.thinkadvisor.com/cdn-cgi/image/format=auto,fit=contain/http://media.thinkadvisor.com/thinkadvisor/article/2016/05/24/stocksrisingarrowsfingermi600.jpg\" alt=\"They stick with five or fewer investment models\"></p>","<p><strong>1. They stick with five or fewer investment models.<br></strong></p>","<div class=\"paywall-content\"><p>From an investment perspective, keeping it simple means no more than five models, said Tony Svach, a managing director and national sales manager at BlackRock. \"We typically see three to four models as core and then, depending on the clients, adding alternative investments.\"</p>","<p>Advisors need to consider what outcome they're trying to create, whether it's reducing risk or enhancing returns, said Svach. But no matter what the stated outcome, advisors should <em>not</em> allocate less than 15% to 20% to alternatives if they're investing in that asset class, said Svach. \"Don't waste your time. Ten percent does not move the needle and is expensive.\"</p>","<p>Svach noted that \"most advisors use their own models but a portfolio of their best ideas is not necessary the best portfolio.\" He suggested the advisors consider what needs to be customized and what doesn't and can be outsourced.</p>","<p>The growth of ETFs is making it easier for advisors themselves to create \"more precise models,\" said Svach. These include strategic equity models and fixed income models targeting different  yield levels, both customized for different market environments,.</p>","<p>\"A lot of models today have specific outcomes you can create on your behalf and put together for clients,\" said Svach.</p>","<p>He recommended that advisors monitor the results among different models, comparing for example, the returns of a 70/30 mix of stocks and bonds, respectively, to a 50/50 mix. \"Are they different? And look at the risk analysis. Fewer is better than more.\"</p>","<p><strong> <!-- pagebreak --></strong></p>","<p><strong><img style=\"border: 1px solid black\" title=\"They have two client segments.\" src=\"https://images.thinkadvisor.com/cdn-cgi/image/format=auto,fit=contain/http://media.thinkadvisor.com/thinkadvisor/article/2015/06/19/businessmandecisionsarrowsmi600-resize-600x338.jpg\" alt=\"They have two client segments.\" width=\"600\" height=\"338\"></strong></p>","<p><strong>2. They have two client segments.</strong></p>","<p>Alyssa Von Herbulis, practice management consultant at Russell Investments, said advisors should segment their clients into just two levels: below $5,000 in revenues and $5,000 and above in revenues.</p>","<p>If the advisor charges a fee of 1% of assets under management, that works out to investors with less than $500,000 AUM and those with $500,000 or more AUM, but the AUM cutoff could be lower, depending on other services an advisor provides and their costs.</p>","<p>\"Keep it simple. Start with two tiers,\" said Von Herbulis. \"At the end of the day that pays the bill … and it's easy and sustainable long term.\"</p>","<p>She noted that \"advisors have the best intentions of creating different service models for clients but typically the client who demands the most gets the most,\" sometimes unrelated to the revenues they bring in.</p>","<p>Then customize services around those tiers, including planned events that give clients something to talk about to their friends.</p>","<p><strong> <!-- pagebreak --></strong></p>","<p><strong><img style=\"border: 1px solid black\" title=\"They plan appropriate events.\" src=\"https://images.thinkadvisor.com/cdn-cgi/image/format=auto,fit=contain/http://media.thinkadvisor.com/thinkadvisor/article/2016/04/27/calendarphoneremindermi600-resize-600x338.jpg\" alt=\"They plan appropriate events.\" width=\"600\" height=\"338\"></strong></p>","<p><strong>3. They plan appropriate events.</strong></p>","<p>After customizing services around those two tiers, advisors should plan events that give clients something to talk about to their friends and that are appropriate to their tier.</p>","<p>First, advisors should consider the intention of the event, what they want to achieve, said Von Herbulis. If they want to deepen the relationship with a $5,000-plus revenue client and provide an opportunity for an introduction to new potential clients, they should arrange a small-scale event, for example, a cooking class for a client concerned with his or her cholesterol level, plus a friend.</p>","<p>For the less lucrative client, an advisor might go the educational route, holding a meeting for 50 to 1000 people to learn about some finance basics.</p>","<p>In addition, she suggested regular correspondence with both tiers of clients – an annual review by phone whenever possible for lower-tier clients plus regularly scheduled events such as a coffee club every quarter, akin to having office hours every quarter, and quarterly reviews for upper-tier clients. \"Send something to them, like a goals update. It doesn't have to be face-to-face\" but it should be personalized, according to Von Herbulis.</p>","<p><strong> <!-- pagebreak --></strong></p>","<p><strong><img style=\"border: 1px solid black\" title=\"They interact with CPAs.\" src=\"https://images.thinkadvisor.com/cdn-cgi/image/format=auto,fit=contain/http://media.thinkadvisor.com/thinkadvisor/article/2016/05/24/coupleskepticaladvisormi600.jpg\" alt=\"They interact with CPAs.\"></strong></p>","<p><strong>4. They interact with CPAs and lawyers.</strong></p>","<p>Von Herbulis also suggests that advisors regularly interact with clients' accountants and lawyers — centers of influence who also have key relationships with advisors' clients.</p>","<p>\"You need a service model around COIs,\" said Von Herbulis. She suggested that advisors invite those professionals to the events they are planning for clients.</p>","<p>Svach suggested that advisors do a financial plan for the accountants of their clients so that the accountant can see what you do. The accountant may then become a client, too, and one who can refer more clients to the advisor.</p>","<p><strong> <!-- pagebreak --></strong></p>","<p><strong><img style=\"border: 1px solid black\" title=\"They enhance their value propositions.\" src=\"https://images.thinkadvisor.com/cdn-cgi/image/format=auto,fit=contain/http://media.thinkadvisor.com/thinkadvisor/article/2014/02/28/businessmanstrategygraphsmi600-resize-600x338.jpg\" alt=\"They enhance their value propositions.\" width=\"600\" height=\"338\"></strong></p>","<p><strong>5. They enhance their value propositions.</strong></p>","<p>All the services that an advisor performs should be focused on publicizing and enhancing the value proposition of their service, according to the Envestnet panel.</p>","<p>\"Your value is your relationship to clients,\" said Don Bennyhoff, investment analyst at Vanguard. He suggested that advisors use robo technology to allocate assets and rebalance portfolios, which not only keeps clients focused on their long-term plan but allows more time to interact with them and their families, to be the person clients can turn to when needed, including when markets are volatile.</p>","<p>\"The headline that matters to the client is the headlines in their lives,\" not in the markets, said Bennyhoff.</p>","<p>Given the growing popularity of robo-advisors and the expectations that more broker-dealers will be looking like RIAs as a result of the Department of Labor fiduciary rule, it's incumbent upon advisors now to differentiate themselves, said Svach.</p>","<p>\"Financial planning is at the core of what we provide clients,\" said Svach, who sees increasing demand for that service. And for continuity and growth, he suggested that advisors \"attach themselves to the family overall, build an education plan, help younger members learn about wealth and money,\" as \"successful teams\" do.</p>","<p><em> — Related on ThinkAdvisor:</em></p> <ul> <li> <p><strong><a href=\"http://www.thinkadvisor.com/2016/05/20/envestnet-offers-advisors-more-client-customizatio\">Envestnet Offers Advisors More Client Customization Through Open ENV</a></strong></p> </li> <li> <p><strong><a href=\"http://www.thinkadvisor.com/2016/05/19/befuddled-clients-compliance-headaches-worry-advis\">'Befuddled' Clients, Compliance Headaches Worry Advisors in Wake of DOL Fiduciary Rule</a></strong></p> </li> <li> <p><strong><a href=\"http://www.thinkadvisor.com/2016/05/19/sma-managers-of-the-year-announced-at-envestnet-ad\">SMA Managers of the Year Announced at Envestnet Advisor Summit</a></strong></p> </li> <li> <p><strong><a href=\"http://www.thinkadvisor.com/2016/05/18/in-digital-revolution-humanization-matters-walter\">In Digital Revolution, Humanization Matters: Walter Isaacson</a></strong></p> </li> </ul> </div>"],"slides":[],"video":null},"articlePackages":[],"trendingArticles":{"contents":[{"uri":"/2024/11/01/irs-sets-401k-ira-contribution-limits-for-2025/","title":"IRS Sets 401(k), IRA Contribution Limits for 2025","byline":"Melanie Waddell","summary":"The tax authority also announced changes to catch-up contributions tied to Secure 2.0.","prettyDate":"November 01, 2024","kicker":"News","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2023/11/Retirement_Roth_IRA_401K_Shutter_640x640-1.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Retirement Planning","uri":"retirement"},{"name":"Saving for Retirement","uri":"retirement/saving"},{"name":"401(k) Plans","uri":"retirement/saving/401k-plans"}],"primaryCategory":{"name":"401(k) Plans","uri":"retirement/saving/401k-plans","channelName":"Retirement Planning|Saving for Retirement","channelUri":null}},{"uri":"/2024/10/30/fidelity-sued-over-money-market-fund-fees/","title":"Fidelity Sued Over Money Market Fund Fees","byline":"Dinah Wisenberg Brin","summary":"\"Retail class\" shareholders who meet requirements for premium shares are being overcharged needlessly, the suit contends.","prettyDate":"October 30, 2024","kicker":"News","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/06/17_Fidelity_Investments_Sign_Shutter_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Regulation and Compliance","uri":"regulation-compliance"},{"name":"Litigation","uri":"regulation-compliance/litigation"}],"primaryCategory":{"name":"Litigation","uri":"regulation-compliance/litigation","channelName":"Regulation and Compliance","channelUri":null}},{"uri":"/2024/11/04/jeremy-siegel-what-election-results-could-mean-for-stocks-bonds/","title":"Jeremy Siegel: What Election Results Could Mean for Stocks, Bonds","byline":"Dinah Wisenberg Brin","summary":"Here's what the economist expects if Democrats or Republicans sweep the election.","prettyDate":"November 04, 2024","kicker":"News","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/09/Jeremy-Siegel_2024_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Portfolio","uri":"investment-portfolio"}],"primaryCategory":{"name":"","uri":"","channelName":"","channelUri":null}},{"uri":"/2024/11/06/what-trumps-win-means-for-estate-tax-planning/","title":"What Trump's Win Means for Estate Tax Planning","byline":"John Manganaro","summary":"One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.","prettyDate":"November 06, 2024","kicker":"Analysis","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/08/Donald_Trump2_2024_BB_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Financial Planning","uri":"financial-planning"},{"name":"Trusts and Estates","uri":"financial-planning/trusts-estates"}],"primaryCategory":{"name":"Trusts and Estates","uri":"financial-planning/trusts-estates","channelName":"Financial Planning","channelUri":null}},{"uri":"/2024/11/05/how-much-does-the-frequency-of-retirement-withdrawals-matter/","title":"How Much Does the Frequency of Retirement Withdrawals Matter?","byline":"John Manganaro","summary":"A recent research paper offers up some unexpected results regarding the best ways to manage retirement income.","prettyDate":"November 05, 2024","kicker":"Analysis","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/05/07_Withdrawal_Upside_Down_Piggy_Bank_Adobe_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Retirement Planning","uri":"retirement"},{"name":"Spending in Retirement","uri":"retirement/spending"},{"name":"Income Planning","uri":"retirement/spending/income-planning"}],"primaryCategory":{"name":"Income Planning","uri":"retirement/spending/income-planning","channelName":"Retirement Planning|Spending in Retirement","channelUri":null}},null]},"youmightlike":[{"uri":"/2024/11/05/what-makes-the-2024-luminaries-finalists-stand-out/","title":"What Makes the 2024 Luminaries Finalists Stand Out","byline":"Janet Levaux","prettyDate":"November 05, 2024","readtime":"2","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/11/2024-TA-Luminaries-Gold-640x640-1.jpg","width":"640","height":"640"},"summary":"See our new guide to the firms and individuals redefining leadership and innovation in wealth management."},{"uri":"/2024/11/05/jpmorgan-is-latest-to-be-sued-over-cash-sweeps/","title":"JPMorgan Is Latest to Be Sued Over Cash Sweeps","byline":"Melanie Waddell","prettyDate":"November 05, 2024","readtime":"2","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/11/JP_Morgan_Chase_Sign_AP_640x640.jpg","width":"640","height":"640"},"summary":"A customer alleges \"exploitative and unfair implementation\" of the firm's bank deposit sweep program."},{"uri":"/2024/11/04/blackrock-seeks-to-offer-vanguard-style-etf-shares-in-mutual-funds/","title":"BlackRock Seeks to Offer Vanguard-Style ETF Shares in Mutual Funds","byline":"Dinah Wisenberg Brin","prettyDate":"November 04, 2024","readtime":"2","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2022/12/Mutual-Fund-or-ETF-A-ETF-640x640-4.jpg","width":"640","height":"640"},"summary":"The firm joins dozens of others who've made similar requests since Vanguard's patent on the structure expired."},{"uri":"/2024/11/01/jpmorgan-pays-151m-to-settle-slate-of-sec-complaints/","title":"JPMorgan Pays $151M to Settle Slate of SEC Complaints","byline":"Nicola M. White","prettyDate":"November 01, 2024","readtime":"2","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/08/08_JP_Morgan_Chase_NY_BB_640x640.jpg","width":"640","height":"640"},"summary":"One issue involved a Reg BI violation for steering clients into pricey mutual fund investments despite cheaper alternatives."},{"uri":"/2024/11/01/stifel-to-buy-part-of-b-rileys-wealth-unit/","title":"Stifel to Buy Part of B. Riley's Wealth Unit","byline":"Steve Dickson","prettyDate":"November 01, 2024","readtime":"3","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2022/07/Stifel_HQ_Building_Night_640x640.jpg","width":"640","height":"640"},"summary":"The deal, which could be priced for as much as $35 million in cash, involves up to 50 advisors and $4.5 billion of client assets."},{"uri":"/2024/11/01/ex-jpmorgan-advisor-to-halt-client-poaching-amid-arbitration/","title":"Ex-JPMorgan Advisor to Halt Client Poaching Amid Arbitration","byline":"Erik Larson","prettyDate":"November 01, 2024","readtime":"2","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/10/03_Businessman_Running_Adobe_640x640.jpg","width":"640","height":"640"},"summary":"Gary Carruthers was sued after allegedly persuading former clients with $24 million in assets to move their business to Wells Fargo."}],"readnext":{"contents":[{"uri":"/2024/11/04/jeremy-siegel-what-election-results-could-mean-for-stocks-bonds/","title":"Jeremy Siegel: What Election Results Could Mean for Stocks, Bonds","byline":"Dinah Wisenberg Brin","summary":"Here's what the economist expects if Democrats or Republicans sweep the election.","prettyDate":"November 04, 2024","kicker":"News","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/09/Jeremy-Siegel_2024_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Portfolio","uri":"investment-portfolio"}],"primaryCategory":{"name":"","uri":"","channelName":"","channelUri":null}},{"uri":"/2024/11/06/what-trumps-win-means-for-estate-tax-planning/","title":"What Trump's Win Means for Estate Tax Planning","byline":"John Manganaro","summary":"One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.","prettyDate":"November 06, 2024","kicker":"Analysis","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/08/Donald_Trump2_2024_BB_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Financial Planning","uri":"financial-planning"},{"name":"Trusts and Estates","uri":"financial-planning/trusts-estates"}],"primaryCategory":{"name":"Trusts and Estates","uri":"financial-planning/trusts-estates","channelName":"Financial Planning","channelUri":null}},{"uri":"/2024/11/01/irs-sets-401k-ira-contribution-limits-for-2025/","title":"IRS Sets 401(k), IRA Contribution Limits for 2025","byline":"Melanie Waddell","summary":"The tax authority also announced changes to catch-up contributions tied to Secure 2.0.","prettyDate":"November 01, 2024","kicker":"News","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2023/11/Retirement_Roth_IRA_401K_Shutter_640x640-1.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Retirement Planning","uri":"retirement"},{"name":"Saving for Retirement","uri":"retirement/saving"},{"name":"401(k) Plans","uri":"retirement/saving/401k-plans"}],"primaryCategory":{"name":"401(k) Plans","uri":"retirement/saving/401k-plans","channelName":"Retirement Planning|Saving for Retirement","channelUri":null}},{"uri":"/2024/11/05/how-much-does-the-frequency-of-retirement-withdrawals-matter/","title":"How Much Does the Frequency of Retirement Withdrawals Matter?","byline":"John Manganaro","summary":"A recent research paper offers up some unexpected results regarding the best ways to manage retirement income.","prettyDate":"November 05, 2024","kicker":"Analysis","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/05/07_Withdrawal_Upside_Down_Piggy_Bank_Adobe_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Retirement Planning","uri":"retirement"},{"name":"Spending in Retirement","uri":"retirement/spending"},{"name":"Income Planning","uri":"retirement/spending/income-planning"}],"primaryCategory":{"name":"Income Planning","uri":"retirement/spending/income-planning","channelName":"Retirement Planning|Spending in Retirement","channelUri":null}},{"uri":"/2024/11/05/15-new-retirement-tax-numbers-to-know-for-2025/","title":"15 New Retirement, Tax Numbers to Know for 2025","byline":"John Manganaro","summary":"The IRS has increased key thresholds tied to 401(k)s, IRAs, income, estate and gift taxes.","prettyDate":"November 05, 2024","kicker":"Slideshow","image":{"uri":"https://images.thinkadvisor.com/contrib/content/uploads/sites/415/2024/09/Tax_Magnifying_Glass_Adobe_640x640.jpg","width":"640","height":"640"},"breadcrumb":[{"name":"Financial Planning","uri":"financial-planning"},{"name":"Tax Planning","uri":"financial-planning/tax-planning"},{"name":"IRS Updates","uri":"financial-planning/tax-planning/irs-updates"}],"primaryCategory":{"name":"IRS Updates","uri":"financial-planning/tax-planning/irs-updates","channelName":"Financial Planning|Tax Planning","channelUri":null}},null]}},"extensions":{"DateTime":"2024-11-07T08:17:06.815959346","ResponseTime":"?","AuthorizedUser":false,"AlmContext":"AlmContext{clientIP='10.0.253.254', internalIP='true', origin='', authorizedUser='false', Chinchilla, userAccount='null', UCID=null, ipAccount='null'}","NavServiceResponse":{"message":"Show article","action":"show","data":"","placResultsPublic":{"overallContentType":"FreeContent","userState":"ACCESSBYFREE","showWall":"","userAccess":"1","referrer":"https://thinkadvisor.com/2016/05/23/5-things-top-performing-advisors-do-2","userAccessCookie":null,"productList":"","contentMetaData":"<?xml version='1.0' encoding='UTF-8'?><ARTICLE><TYPE>ARTICLE</TYPE><ID>/2016/05/23/5-things-top-performing-advisors-do-2/</ID><SOURCE>ThinkAdvisor</SOURCE><PUBLICATION-DATE>2016-05-23 11:19:00</PUBLICATION-DATE><PUBLICATION-NAMES><PUBLICATION-NAME>ThinkAdvisor</PUBLICATION-NAME></PUBLICATION-NAMES><PRACTICE-AREAS /><CHANNELSECTIONS><CHANNELSECTION><CHANNEL>Kicker</CHANNEL></CHANNELSECTION><CHANNELSECTION><CHANNEL></CHANNEL><SECTION>Slideshow</SECTION></CHANNELSECTION><CHANNELSECTION><CHANNEL></CHANNEL><SECTION>Client Outreach</SECTION></CHANNELSECTION></CHANNELSECTIONS><REFERRER>https://thinkadvisor.com/2016/05/23/5-things-top-performing-advisors-do-2</REFERRER></ARTICLE>","numberOfViewsLeft":0,"numberOfFCFViewsLeft":0,"decisionEngine":"RidgeRunner","rulesFiredString":"[\"(Call-1, Free.1 (S=97): FREECONTENT = <PUBLICATION-NAME>ThinkAdvisor<\\/PUBLICATION-NAME>)\"]","contentProductCodes":"[\"freecontent\"]"}},"DebuggingData":"Input=(term: \"slideshow\", site: \"www.thinkadvisor.com\", pageSize: 3, page: 1)","UsedCache":"true","DataUrl":"http://ml.alm.com:9016/bff-services/content/get-you-may-like-for-content.xqy?naturalId=/2016/05/23/5-things-top-performing-advisors-do-2/&site=www.thinkadvisor.com&total="},"status":200,"headers":{}},"request":{"query":"\n####\n####\n# QUERY\n# ROUTE:/2016/05/23/5-things-top-performing-advisors-do-2/\n####\n\n\nquery ThinkAdvisor__view_article_no_sitedir{slideshow:\n getContentStream(term: \"slideshow\", site: \"thinkadvisor.com\", pageSize: 3, page: 1, sort: \"\", direction: \"\") {\n name\n tieredName \n description\n page\n estimate\n h1\n metaTitle\n metaDescription\n pageSize\n contents {\n publication\n baseDomain\n presentedBy\n uri\n title\n byline\n kicker\n timeToRead\n authors {\n name\n webUrl\n }\n kickerNode {\n uri\n sectionName\n }\n categories{\n channelName\n sectionName\n slug\n channelUri\n }\n prettyDate\n pubDate \n readtime \n primaryCategory {\n channelName,\n sectionName,\n uri,\n }\n image {\n uri\n width\n height\n }\n summary\n breadcrumb {\n name\n uri\n }\n }\n }\n articleData:\n getContent(naturalId: \"/2016/05/23/5-things-top-performing-advisors-do-2/\", site:\"thinkadvisor.com\") {\n uri\n canonicalUrl\n generatedId\n naturalId\n type\n postFormat\n kickerPresentedBy {\n \t\t label\n \t\t value\n \t\t}\n breadcrumb{\n name\n \t\turi\n }\n presentedBy\n title\n readtime\n timeToRead\n prettyModified\n prettyDateTime\n needToKnow\n byline\n showDisclaimer\n authors {\n name\n description\n imageLarge\n webUrl\n }\n publication\n kicker\n kickerNode {\n name\n slug\n uri\n sectionName\n }\n prettyDate\n prettyDateTime\n pubDate\n modifiedDate\n isDownload\n primaryCategory {\n channelName\n sectionName\n name\n uri\n slug\n channelUri\n }\n tags\n image {\n uri\n width\n height\n alt\n }\n embed1\n embed2\n summary\n categories {\n name\n uri\n channelName\n }\n bodyArray\n slides {\n title\n image\n caption\n height\n width\n }\n video\n\n }\n articlePackages:\n getPackagesForArticle(docId: \"/2016/05/23/5-things-top-performing-advisors-do-2/\", limit: 3, publication:\"thinkadvisor.com\") {\n title \n slug\n type \n summary\n cssFile\n navigations {\n name\n link\n }\n articles {\n title\n kicker\n uri\n image {\n uri\n }\n }\n\n \n }\n trendingArticles:\n getStatsList(site:\"thinkadvisor.com\", topic: \"\", limit: 5, timeframe: \"4days\" ) {\n contents {\n uri\n title\n byline\n summary\n prettyDate\n kicker\n image {\n uri\n width\n height\n }\n breadcrumb{\n name\n \t\turi\n }\n primaryCategory {\n name\n uri\n channelName\n channelUri\n }\n breadcrumb {\n name\n uri\n }\n }\n\n }\n youmightlike:\n getYouMayLikeForContent(naturalId: \"/2016/05/23/5-things-top-performing-advisors-do-2/\", site:\"thinkadvisor.com\") {\n uri\n title\n byline\n prettyDate\n readtime\n image {\n uri\n width\n height\n }\n summary\n }\n readnext:\n getStatsList(site:\"thinkadvisor.com\", topic: \"\", limit: 5, timeframe: \"3days\" ) {\n contents {\n uri\n title\n byline\n summary\n prettyDate\n kicker\n image {\n uri\n width\n height\n }\n breadcrumb{\n name\n \t\turi\n }\n primaryCategory {\n name\n uri\n channelName\n channelUri\n }\n breadcrumb {\n name\n uri\n }\n }\n\n }\n }"}}