The four fatal assumptions we’ve heard in 20 years of practice management

Four fatal assumptions

Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which we believe prohibit them from reaching their full potential.

July 20, 2017 Categories: The Art of Advising

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Transition succession

15 questions to help smooth your succession transition

Planning a smooth succession requires significant preparation, including detailed role clarity and intentional communication. Here are 15 questions to help get you there.

Jul 11, 2017 Categories: The Science of Advising
Less risk? More reward?

Less risk? More reward? See if model strategies can help save your practice

Russell Investments’ Head of Private Client Services, Mark Spina, explores how advisors can use model strategies to help address time constraints, fiduciary standard concerns, and the customized needs of investors.

Jun 29, 2017 Categories: The Art of Advising
Grandfather clock

Beware of betting big on U.S. stocks

History suggests that today’s stretched U.S. stock valuations are likely to be followed by a period of low returns. “Buy low, sell high” seems like a particularly good response.

Jun 27, 2017 Categories: Portfolio Corner
Is now the time to reduce bond exposure?

Is now the time to reduce bond exposure?

Basic math suggests that selling out of bonds before interest rates rise is a no-brainer. If only it was that simple.

Jun 20, 2017 Categories: Portfolio Corner
Am I a Fiduciary?

“Am I a fiduciary?” Know how the DOL would answer that

The first phase of the DOL Fiduciary Rule is now live. Get a quick refresher on the key principles of the rule—and considerations for what to do next.

Jun 13, 2017 Categories: The Art of Advising
Debunking active management myths – Part 2

Debunking active management myths – Part 2

Most investors appear to be interpreting the struggles of large cap U.S. equity funds as a failure of active management in general. We beg to differ.

Jun 6, 2017 Categories: Portfolio Corner
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