The Assets: Portfolio management
June 11, 2015Merrill Lynch Rolls Out Wealth-Allocation FrameworkBut planners, used to matching money to aspirations, wonder what’s the big deal.
June 10, 2015Go Deeper to Determine Your Clients’ Risk TolerancePortfolio-allocation models are no substitute for investor psychology.
June 8, 2015Elite Advisors Still Soft-Pedal Liquid AlternativesBut they’re coming around, as these instruments get sharper.
June 3, 2015Top Producers Build Portfolios the Old-Fashioned WayFT 400 FAs may not be mainstream, but they’re very much in touch.
June 2, 2015Do You Invest Money Like an FT 400 Advisor?
The biggest chunk of client assets held by FT 400 advisors are invested through individual stocks and bonds, not funds. Do you side with these elite brokerage-based FAs?
I do. I like crafting individual portfolios for my clients, rather than grabbing stuff off the shelf.61% No way. Funds provide broad exposure to financial markets, with less exposure to blowups at individual companies.
May 29, 2015Which Work Best, Index or Active Funds?Advisors wrangle amid suggestions managers are gaining the upper hand.
May 29, 2015Simple Lessons Can Set Nervous Clients at EaseFor some, what a strategy does is more important than how it works.
May 28, 2015Vanguard's Cookie-Cutter, Middle-Market AutomationThe fund company offers basic "plain-vanilla advice," says one expert.Transcript Video [ 4:50 ]
May 28, 2015What Will Happen to Stocks When the Fed Lowers the Boom?
There’s talk that rising consumer prices could give the Fed an opening to raise rates this summer. If that happens, will it make a difference in the stock market?
Nope, it’s already baked in.71% There’ll be a bump, but nothing serious.11% The market’s mainly up because of Fed QE, so there’ll be an ugly drop — just watch.
May 27, 2015What’s the Best Approach to Private-Equity for Your Clients?
How can wealthy clients best invest in private-equity deals involving properties and businesses?
Look to individual ventures driven by friends, families or our in-house research.54% Hook in with big PE funds that offer smorgasbords of private-investment opportunities.