Strengthen the client investment experience with a step-by-step infographic.
See the top 5 reasons why advisors should consider adding robo technology to their digital investment strategy in 2018.
Learn why more money, or assets under management, doesn't always have to lead to more problems managing clients.
Learn to improve investor decision making and bridge the behavior gap with 3 simple steps.
Use a simple assessment to understand and managed client expectations for stronger client relationships.
In the age of robo-advice and easy-access digital investing, explaining your value as an advisor has never been more important. Learn how to simplify your value proposition with three simple talking points.
Where is the industry headed, fees or commissions? We look toward the transition of commission-based, American Funds, to a fee-based model to shed light on the future of our industry.
Some advisors connect with clients through a well-crafted story, while others rely on cold-hard facts. What if we could do both? Could we develop stronger client relationships with increased investment clarity?
Understanding the importance of insulating portfolios from total market vulnerability is simple. Staying up-to-date on available strategies to dampen the effects of volatility can be tricky. Learn how Market Neutral strategies could help deliver long-sought diversification for clients.
The last year has been surprising in many ways for investors and advisors, alike. In what will be remembered for a wild ride in equities, and maybe (finally) the end to the 30-year bull market for core bonds, one thing was easily predictable – the financial press reaction to liquid alternatives’ (Diversifiers) performance for the year. Is there more to the story?
Investors of all types are voting with their money and dumping active managers of all kinds in favor of indexing at a rate not seen before. Whether it is 401k plans using life-style portfolios or major pension plans deciding to fire their long used managers and consultants, the trend is real and growing.
The new FTJ FundChoice Risk Tolerance Questionnaire has been designed to provide the initial opportunity to engage prospective clients in a unique conversation that would set the advisor apart from other advisors and new “robo” alternatives.
From a market perspective February seems like a long time ago. Headlines were all about recession and market corrections. The global stock indices began the year with the worst January on record, and the first half of February brought no relief. With this as a backdrop, Barron’s cover featured AQR Investments, “AQR’s academic research has led to some truly alternative funds.”
As we review the current results of various Managed Futures strategies we find a wide set of potential returns, as well as a wide variety of options as to the type of investments offered. These strategies include single manager, multi manager and indexed.
The first quarter of 2016 provides advisors with a significant opportunity to ready their process for the oncoming DOL standard. With equities having their poorest yearly start in history, then bouncing back with a vengeance, bonds defying most predictions and Gold being the leading asset (+14%) class for returns, the cyclical nature of the markets played out over 90 days rather than typical 5 years.
With last night’s Golden Globes and tonight’s NCAA College Football Championship, the awards season is officially underway. Although we are unsure of when Morningstar and Lipper will announce their fund family of the year, we will go out on a limb and call it now. For our money, and thankfully more and more of our advisors, AQR is the hands down winner.