Archive

Posts Tagged ‘investor behavior’


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
Downside protection

Why downside protection may matter more than upside growth

Portfolio Analyst Stella Liu explains why, in today’s environment, we believe preserving capital may be more important than chasing growth.

Sep 26, 2017 Categories: Portfolio Corner
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
Sustainable investing

ESG, SRI, Impact investing – what do they mean?

Make sure you’re prepared for increasingly common client questions about “responsible investing.” Use this crib sheet to navigate the topic and deepen your client relationships.

Aug 31, 2017 Categories: Portfolio Corner
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
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
Millennials are the future.
Engage them now.

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