Financial planning amid political uncertainty
The events of 2020 had many clients feeling out of control. But even during times of uncertainty, there are steps financial professionals can take to help clients plan for the future. Capital Group’s wealth strategists illuminate key tax and estate planning challenges and opportunities to consider in uncertain times. To attend future webinar events, visit PracticeLab Webinars. This video is...
Turbocharge your brand
In a competitive and increasingly digital marketplace, it’s time to consider the importance of a strong brand. Whether you want to attract more clients online or deepen engagement with existing clients, reenergizing your brand can be a crucial step. To attend future webinar events, visit PracticeLab Webinars. This video is available for one hour of continuing education (CE) credit for CFP and...
How to have crucial client conversations
Financial professionals play an important role in helping put clients’ concerns into context. In this video, we offer a proven, four-step framework for an effective client conversation, with distinct goals for each step. The simplicity of this tool makes it easy to use in any situation. To attend future webinar events, visit PracticeLab Webinars. How to have crucial client conversations...
How to reach high net worth prospects on...
Did you know that high net worth individuals are more highly engaged on LinkedIn than the average user? Even better, 71% of them are not yet connected to a financial advisor.* This may represent an untapped opportunity for your business. Here are three easy ways to use LinkedIn for client prospecting. *Source: LinkedIn, 2020. To attend future webinar events, visit PracticeLab Webinars. ...
Streaming video competition is heating up
More streaming service options are available to video consumers this awards season. Investment analyst Brad Barrett breaks down the entrants in what some in the media industry have dubbed “streaming wars.”
Consider a “best companies” approach to...
In light of the U.S. stock market’s dominance over the past decade, portfolio manager Rob Lovelace suggests an approach to investing in companies globally that de-emphasizes country of origin. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
2020 economic watchlist: Manufacturing,...
Economist Darrell Spence shares the key factors he’s tracking for the U.S. economy in 2020. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
How we're pursuing winners in today...
Today’s environment of low — even negative — interest rates can present a challenge to equity investors. Equity investment director David Polak discusses how Capital Group’s investment professionals are addressing this challenge and opportunities they are discovering.
Europe’s economy and the Brexit effect
How is the European Union’s economy weathering the uncertainty over Brexit? London-based economist Robert Lind identifies the issues both European and British companies are facing and touches on the political undercurrents that are complicating a swift resolution.
Investing in China: Opportunity amid turmoil
Given the political protests and trade tensions that have unsettled markets in China of late, is it too soon to start thinking about investing there? Portfolio manager Winnie Kwan and investment specialist Kent Chan tackle this question.
2 risks to the current economic expansion
What keeps portfolio manager Alan Wilson up at night? Here he reveals two risks he believes could derail this long-running bull market.
A different take on growth vs. value
With the global economy in late cycle, should stock investors expect to see growth’s longstanding dominance give way to value? Portfolio manager Brad Vogt concedes it’s possible but proposes a more nuanced approach to the market.