As part of a series of posts evaluating packaged product investment options, I’ve shared a framework advisors can use to identify a third party offering that fits with how each manages their book of business and drives successful client relationships. Having explored asset allocation and product implementation, one quintessential question remains: how do asset allocation
There’s never a dull moment in Europe these days. Whether it’s France, Greece, Spain or the Netherlands, Europe continues to make headlines daily, and investors want to know what it all means. At the moment, many Europeans are having second-thoughts about the austerity measures their leaders have agreed to. France is a perfect example of
My wife, whom I dearly cherish but who also has the ability to see right through me, tells me that I tend to be a people pleaser. Not wishy-washy or fickle, just excessively accommodating to others. As hard as it is to admit, when evaluating her claim, I think she is spot on; I don’t
I wrote earlier about how packaged product programs enable advisors to focus their time on building client relationships. Indeed, the advent of multiple strategy packaged product programs can offer advisors with increased flexibility and institutional grade investment regimens for the management of their client accounts. Selecting the right asset allocation strategist is critical to an advisor’s
Many smaller non-profits suffer from a lack of adequate investment resources, and can benefit greatly from the expertise of a financial advisor. I continued my conversation with Heather Myers, managing director, non-profits for Russell Investments, about trends she’s seeing in the large non-profit space. Let us know if these trends get you thinking about ideas you
To meet advisor demand for choice and flexibility, advisory firms have been rapidly adding “packaged product programs” – programs that combine asset allocation strategies with investment products – to their fee-based platforms. These programs come in all shapes and sizes and include a wide range of product strategies and approaches. In a lot of ways
With the first quarter spike in oil and gasoline prices, many investors are asking about inflation. Clients often become concerned about inflation when food and energy prices rise. At Russell, we still believe inflation will remain benign into 2013 for a number of reasons. First, energy and food only make up a portion of the inflation calculation.