Technology is helping wealth and asset management firms make customization easier and cheaper by the day. Add to that changing consumer demands, and it’s a perfect storm – and the perfect opportunity to grow your business. That is, if you are willing to rethink your product and market approaches.
My manager/fund isn’t performing well… or is it? Many of us have a process we use to determine if a fund or manager is good – but the truth is, many times, that process is flawed. Let’s look at some of the common pitfalls in evaluating investment performance.
Investors crave simplicity, and there is no shortage of innovation in the area of robo-advisors. But let’s get small for a moment – micro robo-advisors are becoming a hit with the younger generation, expanding the robo concept from not just how you should invest, but making it easy for you to save in the first place.
We all know the traditional investor life cycle – growth, stability and distribution. But for the new generation of investor saddled with debt, this outdated model just doesn’t cut it. How are investors supposed to grow their assets when they’re sitting in a net negative position today?
If the past 7 years have shown us anything, it’s that there are 5 characteristics that provide a tailwind for passive management and headwind for active management. But does that mean it’s time to jump on the passive bandwagon?
The debate has raged for decades – is active investing better (or worse) than passive investing? The answer actually isn’t so cut and dry. A look at a few different asset classes across fixed income and equity explains why.
Investing in things you believe in is noble, but it’s not without potential tradeoffs. As you help your clients make investment decisions, you can help them weigh their options by discussing the 3 constraints that belief-based investing may place on their portfolio.
When I decided to write on this subject, I already knew the answer: investing is nothing like gambling. But the more I looked into it, the more similarities I found. So which is it?
Diversification remains a great way to help manage risk while gaining exposure to the broad markets over time. But a nervous client may not see that. Here are some examples you can use to help explain variability in asset class returns, as well as the consistency diversification can add over time.
It’s happening again! Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered […]