Cost vs value of an advisor

2017 Value of a fiduciary advisor: more than 4%

The results are in: The value of an advisor is more than triple the typical fee advisors charge for advisory accounts.

Mar 21, 2017 Categories: The Science of Advising
Tortoise vs. the hare in multi-asset investing

Multi-asset investing: the importance of seeking to manage the downside

Helping investors reach their goals despite the inevitable dips in the market is an integral part of multi-asset portfolios with an emphasis on downside protection.

Mar 16, 2017 Categories: Portfolio Corner

Tax Day blues? Consider tax-aware investing.

It’s tax (panic) season. Make sure your clients’ taxable assets have a tax-managed approach to help improve their odds of achieving successful outcomes.

Mar 9, 2017 Categories: Portfolio Corner
Income investing

Two considerations for today’s income investors

With interest rates rising, income-seeking investors may have an easier time meeting their income targets. That said, risks remain.

Feb 28, 2017 Categories: Portfolio Corner
Infrastructure asset class

Outlook for the listed infrastructure asset class

Infrastructure spending has been in the headlines recently given political priorities globally. Now may be a good time to brush up on knowledge of potential listed infrastructure investment opportunities.

Feb 13, 2017 Categories: Portfolio Corner
Sand running through the bulbs of an hourglass

DOL rule not delayed after all

Confused about the DOL fiduciary rule implementation deadline? We’ve got you covered in this update (as of Feb 7, 2017).

Feb 7, 2017 Categories: The Science of Advising
Looking for more reasonably priced investment opportunities? Consider looking beyond U.S. borders.

U.S. stocks appear expensive. But where to consider investing instead?

The U.S. stock market appears expensive relative to its history – and especially relative to non-U.S. developed and developing markets. Do your clients’ portfolios reflect this

Jan 31, 2017 Categories: Portfolio Corner
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