Archive

Author Archive for Mark Spina


Mutual fund ratings, The Wall Street Journal and the value of manager research

Chart illustrating research

By definition, mutual fund star-rating systems focus on past performance—not future results. We believe that the key to identifying potential outperformers lies in extensive manager research—and that’s what we do.

November 2, 2017 Categories: Portfolio Corner
Wholesaler alpha

Wholesaler alpha: Why you should demand above-benchmark value from your wholesaler.

There’s a lot of chatter about the value of advisors. But, what about the value of wholesalers? How do you know which wholesalers are delivering maximum value?

Oct 3, 2017 Categories: The Art of Advising
Future model

A model for the future: How model portfolios may increase satisfaction and generate net new assets

Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina explains in this post.

Sep 7, 2017 Categories: The Science of Advising
Four fatal assumptions

The four fatal assumptions we’ve heard in 20 years of practice management

Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which we believe prohibit them from reaching their full potential.

Jul 20, 2017 Categories: The Art of Advising
Less risk? More reward?

Less risk? More reward? See if model strategies can help save your practice

Russell Investments’ Head of Private Client Services, Mark Spina, explores how advisors can use model strategies to help address time constraints, fiduciary standard concerns, and the customized needs of investors.

Jun 29, 2017 Categories: The Art of Advising
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