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.

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.

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.

A strategy based on market breadth, an alternative form of trend following, may improve performance by better differentiating between small and large market corrections.

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.

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.

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.

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.

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.

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.