Seven Year-End Planning Tips for a Strong 2026
A guide for assessing firm-wide performance and looking ahead.
Seven Year-End Planning Tips for a Strong 2026
A guide for assessing firm-wide performance and looking ahead.
Seven Year-End Planning Tips for a Strong 2026
A guide for assessing firm-wide performance and looking ahead.
Understanding Sharpe Ratio and Why It’s Important
Here’s a closer look at a useful tool for assessing risk-adjusted returns.
How Private Equity Funds Go Under the Hood to Create Value
Private equity has a solid track record—one of the reasons is the hands-on management approach that funds take with the companies in their portfolio.
A Brief History of Alternative Investments
How a closer look at the rise of alternative investments may help expand your clients’ portfolios.
One Metric is Signaling Caution About Stocks Right Now
As U.S. stock indices hit all-time highs, one important metric says that equities may be getting overvalued.
2024 Alternatives Outlook – Survey Results
CNL surveyed financial professionals to find out their thoughts on non-traded alternatives. Here’s what they said.
What a Five-Star Restaurant and a Financial Professional Have in Common
A menu. A comprehensive menu of services can help convey all the ways you help clients—and potentially attract new clients as well.
The Basics of Alternative Investments
Alternatives have been growing fast as an asset class. To help your clients make sense of them, here is an overview of the basics.
Succession Planning: 10 Nonlegal Questions You Must Ask
To make a successful plan, financial professionals need to be prepared for the hard questions to get the right answers.