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.
Russell Investments Chief Investment Officers offer their views of the key themes affecting market performance in March 2016.
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.
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.
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.
Help clients gain perspective by “time traveling” through the evolution of saving for and spending in retirement.
Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.