The recently enacted Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a stimulus package that offers Americans a bridge to short-term financial survival.  In this episode, Laura Gregg and David Partain are joined by Susan Czochara and ...

Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Laura Gregg is joined by Kelli Cruz of Cruz Consulting Group. They discuss how to engage, manage, and inspire your team while working remotely and how to ...

Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line? In this final episode of the mini-series, Laura Gregg and David Partain of FlexShares Exchange Traded Funds bust advisors’ gender assumptions...

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women.  In part two of our mini-series, the conversation continues with Laura Gregg and David Partain of FlexShares Exchange Traded Funds a...

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group,

What are you doing to be of service not only to your clients but to their friends and family who are looking for direction and certainty? In this episode, Laura Gregg and David Partain are joined by Susan Danzig, a consultant for financial advisors.

In this inaugural episode, we talk about why we launched the Flexible Advisor podcast and the content you can expect to receive. The series will focus on investor and advisor research and industry experts and your financial advisor peers will join us p...

In this special episode, we let you know how we are responding to the COVID-19 situation and how advisors might consider supporting their staff and clients during this difficult time. As we continue to social distance in the coming weeks technology out...