Articles by Devin Partida
- Money & Life
Navigating the Cost of Luxury: 5 Ways To Finance High-End Home Upgrades
A financial advisor can help clients measure the different ways to fund luxury projects like installing a pool as part of the overall financial picture․
- Opinion
The Fiduciary Frontier: Why Your DST Advisor Should Be Fee-Only
They recommend the best options without hidden agendas, and your money works harder because commission loads aren't eating into your principal.
- Opinion
Why Your Clients’ Philanthropy Is a Critical Part of Their Financial Plan
Altruism creates a cycle of giving. It supports community impact while also delivering financial benefits to the donor.
- Practice Growth
How To Protect Your Advisory Firm From Client Impersonation Attacks
Trick you into transferring funds or sharing sensitive information, it chips away at the credibility your firm has built over the years
- Practice Growth
Being a Proactive Advisor — A Framework for Anticipating Client Needs
Reactive advisors wait for the phone to ring, but proactive advisors set the agenda, surface blind spots and show clients what to do next.
- Future of Advice
The Impact of Open Banking on Traditional Financial Institutions
However, they will need to overcome obstacles to enhance the overall customer experience. #CX #advisors
- Research
How To Evaluate Investment Opportunities in Tech Startups
How can you evaluate your investment opportunities to determine their feasibility? #investing #strategy
- Retirement & Income Planning
Strategies for Incorporating Real Estate Into Client Retirement Portfolios
Incorporating real estate into an overall investment strategy requires careful planning. Here are the elements to consider. #NCRetirementCenter
