Insights

Delivering the financial guidance, solutions and services to allow our clients to pursue their definition of success.

Our blog is a place to explore relevant issues within the industries we serve and provide meaningful discussion on topics of interest. The views expressed in this blog are those of the authors and do not necessarily reflect the opinions of HilltopSecurities, or any other affiliated organization.

Using a Digital Marketing Strategy to Grow Your Practice

Competing in today’s environment requires financial advisors to find ways to exceed client expectations. Investors are increasingly looking for greater personalization and innovation from their financial advisors, expecting both digital and in-person options for accessing financial information and advice. Advisors with a focused digital strategy are more effective at increasing their pipeline and typically outperform […]

Leveraging Technology to Grow Your Practice

In today’s competitive marketplace, advisors need to leverage every advantage possible to grow their practice while continuing to offer clients a superior experience. Technology can be a big advantage, and advisors who become comfortable incorporating marketing and practice management tools into their practice will have a competitive edge in an increasingly digital economy. Let’s look […]

Understanding ESG and Impact Investing

The popularity of ESG and Impact Investing continues to increase as clients look to invest in companies that are pursuing positive change, while also providing competitive returns. As more and more investors seek these types of strategies, demand has grown in recent years. Investors put about four times more cash in ESG investments in 2020 […]

Hedge Against Inflation—Investment Strategies

This year, American consumers are seeing higher prices for gas, groceries, and other goods and services as we experience the highest rate of inflation in over 40 years. Investors are likely worried about how inflation will impact their portfolio and how they can protect their money. While inflation is a natural occurrence in the market […]

The Rise of Alternative Investments in Wealth Management

Do you have wealth management clients who are looking for an alternate source of revenue and portfolio diversification in today’s environment with relatively low interest rates and overall weak market performance? Alternative investments, previously inaccessible to most individual investors, may be a solution for some of your clients with the right risk profile. Since these […]

Life Insurance: Elevate Your Practice by Integrating Protection Planning

Planning for a worst-case scenario is a fundamental component of every financial plan. For example, a pullback in the market can cause significant drawdowns in a client’s portfolio just before retirement. Or a loss of employment may force a client to liquidate investments to meet expenses. Scenarios like these pose a threat to the success […]

Why Long-Term Care Planning is Essential for Your Practice

Chances are many of your clients will need some form of long-term care during their lifetime. In fact, someone turning age 65 today has almost a 70% chance of needing some type of long-term care service and support in their remaining years, according to the Administration for Community Living, U.S. Department of Health & Human […]

How to Help Your Clients Replace Their Paychecks in Retirement

As your clients near retirement age, one of the questions on their minds is: How do I replace my salary when I retire? Many of your clients have spent decades receiving a paycheck and putting a portion of it away for retirement savings. But as retirement nears, clients may be wary about the prospect of […]

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