The Assets: Portfolio management
December 7, 2016New Benchmarking Service Reveals Robo Leaders and LaggardsFree research series tracks portfolios of Betterment, Schwab, Vanguard and others.
December 7, 2016Wells Fargo Advisors Fined Over Client ReportsFirm and its independent FiNet unit will pay $1 million sanction.
December 6, 2016What's the Focus For End-Of-Year Client Talks?
In end-of-year discussions with your clients, what will you be emphasizing?
Likely changes to taxes and estate planning in 2017.22% A possibility of choppier markets and the need for strategic assessment of long-term financial plans.28% The importance of making some smaller tactical changes to investment plans.6% How alternative investments might improve portfolio diversification.
November 30, 2016Advisors Split on Bond Expectations in Trump’s AmericaThe post-election bonds selloff might be slowing, but will there be a longer-term aftershock in 2017?
November 29, 2016What Will the Investment Outlook be Under President Trump?
Trump is simultaneously seemingly pro-business and looking out for the little guy. While those two things are not necessarily mutually exclusive, how they will play out in policy is yet to be seen. So what will the economic environment and prospects for investing be like under President Trump?
Better16% No change25% Worse
November 23, 2016Russell Rep: FAs Are Really Worth 3.75% in FeesRussell Investments rep says steering clients away from bad habits alone is worth at least 2%.
November 23, 2016Ex-Merrill Team Finds “Freedom” in HighTower AllianceAdvisors align with HighTower to gain access to new technologies and services.
November 22, 2016Why Modern Portfolio Theory Fails Retail InvestorsGoals-based investing can be made more efficient by dropping the theory, one CFA writes.
November 22, 2016What Will You Tell Clients About Bonds in Trump's America?
Anticipation of greater government infrastructure spending, creeping inflation and rising rates are signaling to many investors that the 30-plus-year bull market for bonds is about done. In conversations with clients, do you plan to:
Talk about making strategic portfolio changes in fixed income. Long-term dynamics are fundamentally changing.49% Soothe fears. Longer-term bond fundamentals will remain steady. There's no need to make tactical adjustments yet.
November 18, 2016Quantifying the Advisor’s Value-Add is ProblematicNumerous studies suggest advisors enhance the value of portfolios primarily through tax and goal-based strategies.