Three Highlights from the MarketCounsel Summit
MarketCounsel’s Summit, held earlier this week in Miami, lived up to its reputation as the “all-star game” of financial advisor conferences, attracting top-level executives from throughout the investment industry. Here are three highlights from Tuesday’s sessions.
Should You “Sell” Volatility?
Academic theory predicts that the volatility implied by the VIX index will be greater than the realized volatility. That difference can be thought of as an insurance premium investors are willing to pay because volatility tends to spike when stocks crash, as in the last bear market. New research confirms that investors can profit from this and that such a strategy is uncorrelated with other traditional sources of return.
The Fund That Isn’t Following the ESG/SRI Herd
In the U.S., between one quarter and one third of all assets managed are done so with an ESG or SRI mandate. Outside the U.S., that percentage is even higher. The Vitium Global Fund, formerly the Vice Fund, buys what most ESG/SRI investors scorn, stocks in the tobacco, alcoholic beverage, gaming and aerospace/defense industries.
Gundlach on the Biggest Risk Facing Bond Investors and the Likely Next President
The Best Content to Drive Engagement
Is Now the Time to Overweight Real Estate?
Will Outsourcing Improve Profit Margins?
Quiet Your Ego
College Planning: Is the ROI in the College or the Major?
A Primer on Retirement Plan Compliance
The CFP Board Steps Up (Almost)
Was Renaissance’s Success Luck or Skill – And Was It Behind Trump’s Victory?
S&P 500 Snapshot: Another High
Underlying Inflation Gauge: November Update
The Big Four Economic Indicators: November Real Retail Sales
ECRI Weekly Leading Index Update
Expecting a Market Downturn? Make Sure You’re Following the “Noah Rule”
UK Election: Will Tory Victory Bring Investors Back to UK Equities?
UK Elections: Conservatives Win Big, Brexit Will Happen – What Kind of Brexit Is Still Unclear
Loomis Sayles Investment Grade Bond: Who We Are
Value investing is a part of who we are and how we manage the Investment Grade Bond Strategy. Learn more about our research-driven, contrarian approach.
The Case for Greater China Exposure in Global Equity Portfolios
China has come to the forefront of investors’ minds, and has become a larger portion of global indices over the past years while dominating global headlines. We believe investors’ slow reaction to the rise of China as a global economic power creates an opportunity for investors who are willing to lead the pack.
Using NDX Option Strategies to Improve Risk-Adjusted Returns
Today’s investors are fully aware of the perils of downside stock market risk. There is also a concern for their need to have enough money to retire which has led to advisory discussions on ways to participate in market gains while mitigating principal drawdowns.
Trend Following: Plan for the Next Bear Market with Market Breadth
A strategy based on market breadth, an alternative form of trend following, may improve performance by better differentiating between small and large market corrections.
Behavior Modification Guide: How to Motivate Clients to Execute Change
Do you have clients who are overspending, have lost sight of their goals, or are stuck in a state of inertia? This guide explains the steps you can take to help them regain control of their financial lives. Understanding the principles of behavior modification, including the five stages of change, is the key to leading clients to execute change and build true confidence. Plus, you won’t want to miss these tips on coaching best practices and keeping your empathy in check.
Understanding Model Marketplaces & Managed Account Platforms: 17 Questions to Ask
If you’re a wealth management firm considering outsourcing your investment operations, choosing the right managed account platform can be a time-consuming and difficult decision. When comparing platforms, it’s critical to ask the right questions and challenge the answers given so you fully understand the solutions that are offered. Download this paper to learn the key questions to ask your platform provider, and what the answers will mean for your business and your clients.
Improving Financial Outcomes & Client Confidence Through the Confluence of Human & Digital Advice
The financial services industry is evolving as a result of advancements in risk management strategies, new technology and deeper integration of products into the advice ecosystem.
“Improving Financial Outcomes and Client Confidence Through the Confluence of Human and Digital Advice,” discusses how the coordination of human and digital advice, modern product design, aggregated data, and technology-enabled solutions is helping clients visualize their entire wealth landscape and empowering advisors to provide greater clarity on how clients can improve financial results across all assets in a household.
The key to understanding the economics of investment outsourcing
Since the start of the current bull market, many advisors have chosen the route of representative as portfolio manager (Rep as PM) for every client segment of their book. The initial decision is often cost related. But does it make sense to continue to dedicate time and effort to ALL accounts? Or, does it pay to outsource accounts below a certain threshold? The following case study shows analysis performed by the Wealth Consulting Team.
The five biggest cyber risks for advisors
With a hack attack occurring every 39 seconds on average, we at Kestra Financial are always doing whatever we can to protect the privacy of your firm and the privacy of your clients. However, your own due diligence is still a vital part of your overall protection.
New research on the top 10 needs of HNW clients
Here is a ten step solution to explain the work you do and the value you provide to your clients. Read the 10 steps of service you provide.