Rachel Carroll is Consultant for Americas Institutional
View Rachel's' bio »
Each quarter, we ask a group of investment managers for their outlook on the direction of the markets, sectors and asset classes to watch, and trends on the horizon that could impact investment strategy – and bring those to you in the Investment Manager Outlook. Based on the number of phone calls you’re likely getting each
![shutterstock_1280229 [Converted]](http://blog.helpingadvisors.com/wp-content/uploads/2011/09/lacrosse1-150x150.jpg)
At the start of the 2011 season, University of Virginia coach Dom Starsia was already the most successful coach in lacrosse history, and his Cavaliers had perennially been a top contender for the NCAA Division 1 Championship. However, this season was different. Their record was 8-5 and they were not in the top ten. Coach
This message discusses Russell’s perspectives on Thursday’s global market sell-off and provides an important reminder to investors about the need to remain focused on long-term investment strategies as the market (over)reacts to news from Europe. As events continue to unfold about the global markets, Russell Investments’ experts will continue to share their insights with you.
As of the time of writing, Congress has returned to Washington DC after a month-long recess. With the resumption of legislative matters, the bipartisan committee charged with recommending spending cuts amounting to $1.5 trillion over ten years will begin negotiations. The committee’s recommendation is due to Congress by November 23rd with projected approval by December 23rd.1 If
If the recent market volatility has had your phone ringing off the hook with questions ranging from the economy, capital markets and political issues – and, the most anxiety-inducing — the potential impact on an investment portfolio – you’re not alone. To help provide some perspective, we talked to our Strategist Team about their views
Retirement seems to be on everyone’s mind these days. If you’re not saving for it, you’re probably trying to generate income in it. So we thought you might be interested in what advisors are thinking about their value proposition — and what they’re hearing from clients in or near retirement. In our just released Q3
There is no shortage of guidance about asking clients for referrals. The problem is that most of the advice is bad advice. It’s bad for three reasons. First, it generally neglects the state of the current service model. Second, there is no discussion about the timing of the referral request. Third, the language is wrong.
e.g. yourname@company.com
We will only use your email for Helping Advisors Blog updates.
