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Add or Create your own Custom Stress Tests

How to change scenarios How to create a Custom Stress Test PortfolioCrashTest has always been able to choose different scenarios to stress test your portfolios. However, in PCTpro you can now create your own scenarios with the new feature called Custom Stress Tests. This short guide will show you how to: Add and/or change scenarios which are being used for stress testing. Create your own custom stress test by choosing which factors to shock. How to change scenarios Go to the dashboard. This can be reached at any time by clicking the logo in the top-left. Click on Scenario Manager. Click on Public Scenarios to add a scenario which has...

Some Straight Talk About BlackRock's Sustainability Investing

Colin Ward

28 Feb 2020

Some Straight Talk About BlackRock’s Sustainability Investing

BlackRock CEO Laurence Fink wrote a letter to CEOs announcing that environmental sustainability will be the cornerstone of BlackRock's future investment decisions.

Stock tips and socializing can get BDs and RIAs in trouble with Reg-BI

Colin Ward

20 Feb 2020

Stock tips and socializing can get BDs and RIAs in trouble with Reg-BI

Here’s the situation: The location has no bearing on a recommendation. Ask yourself two questions to see if a conversation qualifies as a recommendation Exercising Fiduciary Caution will show you are trustworthy Here’s the situation: You just sank an 8-footer to save par and close out the front nine with a couple of clients. The sun burned off the layer of morning moisture that rested on top of the grass when you teed off. After you shove your trusty bronze blade putter you’ve had since high school, you and your client take your seats in the golf cart. Then, as you drive past the clubhouse to the 10th hole tee...

Colin Ward

13 Feb 2020

I was shocked to see this at LINC 2020

What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did not inherit their grandparent’s work ethic – they changed it Collaboration is where life and work meet What element struck Luke and me the most at the LINC Conference? Demographics. More than 3,200 RIAs and Executives attended the conference; millennial attendees comprised at least 30%. Millennials will carry the financial industry The presentations on the calendar proved that TD Ameritrade is working to harness the power of a younger generation leading the Financial Industry. And you, dear RIA reader, need...

Yon Perullo Colin Ward

13 Feb 2020

Keys to Writing Great Marketing Copy – A conversation with Jack Turk

Jack Turk is a comedy writer, turned professional magician, and then a copywriter for Dan Kennedy’s company – GKIC. Yep. Magician. In this podcast, Yon and Colin hear about his fascinating entrepreneurial career and pick his brain about better writing techniques towards how an advisor can be their own copywriter. All while having a laugh – he was a joy to chat with. Jack Turk is the author of two fantastic writing books (yes, we actually read them): How to Write Killer Copy Fast and 101 Fast, Good, Cheap Hacks to write a KILLER Sales Letter. Check out his website: https://writekillercopyfast.com/