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.
May 20, 2015Does Active Management’s Rise This Year Change Your Mind?
New Morningstar data suggests active funds are outperforming passive funds in 2015. How does this affect your portfolio strategy?
It doesn’t because it’s only a hiccup.53% It’s at least a call to rethink some bull-market assumptions.
May 19, 2015How Would You Feel About Working on a “Mega” Team?
According to the FA-oriented gossip site AdvisorHUB, Wall Street brokerages are encouraging practitioners to form bigger teams — of eight or more people — to retain assets. Would that work for you?
Sure, a deeper bench means I could actually enjoy some downtime.70% No way, I’d never be able to break free.
May 12, 2015Does Your Firm Segment Clients?
Most advisors divide up their client base by wealth, profession or some other criterion. Do you?
Yes, we tier our fees and services depending on client assets.33% Yes, we serve a couple of client niches, with different needs.0% No, all our clients get similar services and pay the same fees.
May 5, 2015What Do You Love Most About Your Job?
The FPA and FA-IQ recently published an advisor compensation report that included questions about job satisfaction. What contributes most to yours?
Money.37% Work-life balance.47% Doing good for others.
April 28, 2015Can the Advice Industry Fix Its Image Problem?
Along with politicians and journalists, financial advisors are among the most mistrusted people in America. Is there anything they can do about it?
Yes. Transparency, education and intelligent marketing would work wonders.38% No. Advisors will always be associated with fraudsters and too-big-to-fail financial institutions.
April 21, 2015Is the DOL’s New Erisa Proposal Important to You?
The U.S. Department of Labor recently proposed that financial advisors overseeing retirement accounts act in their clients’ best interest. How much does this matter to you?
Very little. Wall Street’s lobbyists will make sure it doesn’t happen.85% A lot. It affects my business, and it’s the start of extending the fiduciary standard to FAs of all stripes.
April 14, 2015Are the Days of the Star Stock Picker Over?
A six-year bull market has made it tough for portfolio managers to shine. Have they been permanently eclipsed?
Yes. Investors today have learned that indexing is the best way to get rich.69% No. As soon as the market turns, active management will be back in favor.
April 7, 2015Is the Strong Dollar Hurting Your Clients’ Returns?
BlackRock CEO Larry Fink has warned that the U.S. currency’s steep rise will hurt big American overseas sales, potentially denting domestic growth and threatening stock gains. Are you worried about clients’ exposure?
Yes. Globalization means even a so-called U.S. equity allocation is packed with companies that depend on foreign sales.75% No. My clients are diversified enough that they’re effectively hedged.