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.

Continuity Planning in Case of Accidental Death, Disability or Diminished Capacity

Advisors often have tough conversations with clients about preparing for the unexpected yet fail to do the same for themselves. Questions advisors should ask themselves include: What would happen if I was unable to perform my job for several days? Several weeks or months? What would happen if I became disabled and could no longer […]

Demonstrating Value with an Annual Planning Calendar

In today’s increasingly competitive environment, it’s important for advisors to deliver comprehensive financial planning services tailored to the needs of clients, structured in a way that is operationally efficient and scalable. One way to demonstrate value and rise above the competition is to provide clients with a planning calendar around planning topics that are relevant […]

How Older Advisors Can Plan to Retire

As you near retirement age, what steps have you taken to prepare? Do you have a detailed succession plan in place if you become disabled or die unexpectedly? Advisors spend most of their careers helping clients prepare for retirement or the unexpected, but often don’t spend enough time planning for their own future. In fact, […]

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 […]

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