Financial Professional Outlook

Is market volatility impacting advisors’ big picture view?

The latest Financial Professional Outlook (FPO) survey suggests volatility may be impacting advisors’ ability to address aging client base, regulatory hurdles, succession planning, and other potential threats to the sustainability of their practice.

Apr 19, 2016 Categories: The Art of Advising
March 2014 Markets in Perspective

Markets in perspective – March 2016 in review

Russell Investments Chief Investment Officers offer their views of the key themes affecting market performance in March 2016.

Apr 14, 2016 Categories: Economic Insights
Four pillars

Sustainability Pillar #1: Manageable number of client households

The DOL’s new “fiduciary” rule is just the latest factor shifting the competitive landscape for advisors. Those who adapt – by managing four pillars of a sustainable advisory business – are likely to achieve the greatest degree of success in a post-DOL world. The first pillar is having a manageable number of households.

Apr 13, 2016 Categories: The Science of Advising
Tax under magnifying glass

NIIT-picking

Investment taxes, like the NIIT, can take a bite out of investors’ returns. Make sure you’re aware of to whom and how it applies to best help your clients maximize their after-tax returns.

Apr 12, 2016 Categories: Portfolio Corner
Business strategy compass

The DOL had their say. Now what?

The DOL’s new “fiduciary,” conflict of interest rule is just the latest factor shifting the competitive landscape within the advisory industry. Advisors who embrace the necessary changes as a result of the final DOL proposal—by managing four pillars of a sustainable advisory business–are likely to achieve the greatest degree of success in a post-DOL world.

Apr 7, 2016 Categories: The Science of Advising
Family reunion

Going back in time to understand retirement investing today

Help clients gain perspective by “time traveling” through the evolution of saving for and spending in retirement.

Apr 5, 2016 Categories: Portfolio Corner
Classic car

Today’s ESG investing is not your father’s SRI

Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.

Mar 31, 2016 Categories: Portfolio Corner
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