If pressed, do you know what you do best, among the full catalog of what you have available?
If you asked your COIs to give you a grade, what would they say?
What else should I be doing to ensure inclusion and openness among my team members?
Before you invest time and money on marketing, ensure you have these five things in place.
It’s time to dive into a tried-and-true method of building trust with email marketing – sending a monthly email newsletter.
Have you ever experienced a slow computer? The solution is often to clear the cache, which rids it of unnecessary data and permits it to function more efficiently. The same principle applies to your brain.
Through its process of lowering interest rates and attempting to meet its inflation mandate, the Fed is driving the world's interconnected economy.
Recently, Advisor Perspectives published two articles based on the data found in The Robo Report regarding the performance of robo advisors compared to our normalized benchmark. We feel it is important to introduce our perspective on the data in our report and respond to the conclusions drawn in those articles.
Prime Coalition, based in Cambridge, Mass., has raised $76 million and counting for early-stage climate startups.
It pays to be a senior executive in a U.S. family office.
There’s a bipartisan push from Senators Jeanne Shaheen, a New Hampshire Democrat, and James Lankford, an Oklahoma Republican, to make charitable deductions permanently available to all taxpayers.
New research shows that companies that adhere to positive ESG principles have lower costs of capital, higher valuations, are less vulnerable to systemic risks and are more profitable. But beware; those higher valuations translate to lower expected returns for investors.
BlackRock Inc. is planning to start an exchange-traded fund tracking companies that specialize in remote-working, learning and entertainment.
Pimco usually gets credit for the phrase; the firm’s CIO says it may be time to stop using it.
The SEC’s Reg BI and the CFP Board standards will be enforced June 30. Those rules and standards abandon core principles of the Investment Advisers Act of 1940 that have protected investors for decades.
Reg BI takes effect June 30 and will encourage the acceptance and transmission of conflicts of interest. This rulemaking is a historic, giant step backwards in securities regulation.
The appearance of a record-long economic expansion was fueled by expanding levels of debt and corporate share buybacks. The façade of recovery, a soaring stock market, convinced most people that it was real.
In 1832 Martin Van Buren helped Andrew Jackson decide precisely when he would end the charter for the Second Bank of the United States – the only American central bank of issue before the establishment of the Federal Reserve.
The way to get people to think about death is to imagine that by doing so they will never die. Recognizing this universal character trait will lead to more productive planning outcomes.
I’m doing some wild things to stir up my Zoom calls. These ideas may be too radical for you. But humor me, read on and let me know what you think.
He explains why even someone like himself — who has spent a lot of time around hyper-rational people who respected him, knew where he went to school and how much money he made — shares the feeling of being demoralized.
With so much monetary stimulus sloshing about, governments even have an eye on getting ahead of next year’s budget plans as well.
A backlash is growing among regulators and participants in the junk-bond market against the new accounting practices of the pandemic that obscure the virus’s impact on businesses.
Puerto Rico’s debt attracted investors throughout the U.S. for its higher yields and because the securities are tax exempt in all 50 states. Bondholders now wonder if they will ever get repaid.
It will go down as the wildest of the shale wildcatters, the overreaching pioneer of fracking techniques that minted vast fortunes and, now, have left behind ruin.
Many consultants now offer portfolio-wide assessments of physical climate risks that companies face. Who should you rely on?
Companies should apply for PPP loans without the added weight of public scrutiny based on incomplete knowledge of their financial conditions.
Call it crazy, but don’t call it dumb: Individual investors have been flocking to bankruptcy-protected companies in droves.
Becoming familiar with each of the components of an effective marketing email will help you structure your emails for the best possible results.
We are on a deserted island, and the most necessary, most important parts of our firm’s life have become apparent.
With everything going on in Minneapolis and the rest of the world, what should our messaging be?
Companies see suspensions as a way to boost cash flow and avoid or limit job cuts -- although furloughs and layoffs have been plentiful this year.
There is a parallel between today’s stock market and Fischer random chess.
We have choices when we meet others, but most people aren’t aware of them.
While investors have been pushing companies to disclose and address climate risk, most companies have been caught flat-footed around both the pandemic and recent racial justice issues.
Since 2009, the U.S. stock market has outperformed the rest of the world by a factor of nearly three. But that “American exceptionalism” may transition to a movement to break up monopolies, according to Jeffrey Gundlach.
Research from genetic-testing giant 23andMe Inc. found differences in a gene that influences a person’s blood type can affect a person’s susceptibility to Covid-19.
Forget about most standard travel insurance policies if the anticipated reason for canceling is coronavirus-related.
A network of more than 400 family offices and a venture backed by hedge fund billionaire Paul Tudor Jones are partnering to help simplify deal-making for the ultra-wealthy.
One of the most popular and successful strategies over the last decade has been low-risk (i.e., low-beta or low-volatility) investing. New research shows that those strategies have persisted even after the publication of the research documenting their existence, and that they can be pursued in low-cost, low-turnover portfolios.
The legendary investor, who last month warned about owning stocks, said that he now thinks he was “far too cautious” during current market gains.
International vacations are being replaced with impulsive road trips and weekend getaways are turning into weeks-long respites.
The most important factor determining the length of the U.S. recession brought on by the pandemic is the state of public health, he says.
This year marks the 100th anniversary of the renowned investment firm Tweedy Browne. The firm was originally a broker, and one of its clients was Benjamin Graham. I interviewed six members of Tweedy, Browne’s investment committee.
This article examines Reg BI and provides tips and tools for, in particular, independent broker-dealers to consider what needs to be done by July 1, 2020 and the balance of the year.
With the recent market rally, stocks are again near their all-time highs. But we face a perilous economy, coupled with the threat of a resurgence of the coronavirus. Here’s what I tell clients who are dead-certain that the stock market is due for a significant correction.
If your clients are in need of additional funds during this pandemic, Congress has made one source more available if you are fortunate enough to have an account balance in your retirement plan and your plan has adopted the new provisions allowed by the CARES Act.
What strategies should donors use to make high-impact, tax-efficient gifts?
From a performance perspective, I give robos an “A” for being average, and hope that future research can make more meaningful statements as to how robos truly impact investor outcomes.
Bruce Bond is co-founder and CEO of Innovator Capital Management. Having cofounded PowerShares Capital Management in 2003, he is recognized as one of the pioneers of the ETF industry. I spoke with him about the explosive growth in flows to defined-outcome ETFs.